Transform Your Practice with Strategic Charitable Planning

Over 90% of high-net-worth clients want to discuss philanthropy in their first conversations. Meet this demand and grow your practice with our data-driven charitable planning platform.

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The Impact of Charitable Planning

Firms that incorporate charitable planning see dramatically better outcomes in client satisfaction and assets under management.

Meet Client Expectations

90% of HNW clients want to discuss philanthropy early. Our platform helps you lead these conversations with confidence and data.

Grow Your Practice

Firms offering charitable planning have 6x the median assets of those that don't. Stand out with our comprehensive planning tools.

Boost Client Satisfaction

HNW clients report 13% higher satisfaction when advisors demonstrate understanding of their unique goals. Our platform helps you deliver personalized strategies.

White-Label DAF Tools

Offer your clients a turnkey DAF solution under your brand, with full investment management capabilities, integrated payment rails, and automated reporting.

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