Few wealth advisories offer donor-advised funds (DAFs) within their product portfolios due to the high costs and manual inefficiencies of traditional administration. Amicus.io is here to change that.
Our philanthropic platform for DAF 2.0 shifts the economics of donor-advised funds administration so that advisors can introduce an efficient, accessible philanthropic experience for clients, often for the first time. Proactively support clients’ giving goals, in addition to their financial ones, while growing assets under management and expanding your product portfolio.
The following resources are available to enhance your understanding of Amicus.io’s philanthropic platform and its unique advantages for financial advisors and wealth managers.