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Costly administration forces most banks to limit donor-advised funds (DAFs) to private clients and raise account minimums while competitors eliminate them, if they offer donor-advised funds at all. is here to change that.

Our philanthropic platform for DAF 2.0 shifts the economics to make donor-advised funds more efficient to administer, enabling your advisors to strengthen client relationships by proactively meeting their philanthropic goals. Facilitate self-administered donor-advised funds for mass affluent clients to manage their own giving with an accessible, integrated experience within your digital experience.

The following resources are available to enhance your understanding of’s philanthropic platform and its unique advantages for both private and retail banks.