From Passive to Purposeful: Customizing Your DAF Investment Policy
In today’s landscape of sophisticated family offices, Donor Advised Funds (DAFs) must serve more than just tax planning and grantmaking needs. They must evolve into strategic investment vehicles—ones that provide the flexibility to reflect the mission, identity, and long-term objectives of each family they support. At Give, we believe your charitable capital should work as […]
DAFs as a Family Governance Tool: Creating Unity Through Shared Philanthropic Purpose
In an era where generational wealth is increasing—but so is generational divergence—Donor Advised Funds (DAFs) have emerged not only as vehicles for charitable giving but also as platforms for family unity, governance, and legacy transmission. For families navigating the complexities of wealth transfer, values alignment, and long-term planning, the DAF provides more than tax advantages—it […]
Donor-Advised Funds That Work Like You Do: Why Advisors Need Platforms Built for Scale and Control
Donor-advised funds are powerful tools—but for too long, they’ve been built around the donor and not the advisor. Give changes that.
Leveraging Complex Assets in Donor-Advised Funds (DAFs)
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
Donors in the Driver’s Seat: Tech Makes Giving Easier, More Impactful
As technology has disrupted and reinvented one field after another, it often follows a familiar playbook: Simplifying transactions and cutting out interactions. Shopping, ordering food, calling a cab – all have been replaced with swipes, taps and clicks. In a similar way, technology is making philanthropy easier. We discover and research causes online and donate […]
The Future of Family Office Philanthropy
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Advisors need smarter giving solutions, not more complicated ones. For high-net-worth clients, charitable giving isn’t just about generosity—it’s a strategic part of their tax planning and wealth management. Many advisors turn to private foundations or donor-advised funds to structure client giving. However, these tools do not always meet every client’s needs—particularly when managing Required Minimum […]
The Preferred DAF for Multi-Family Offices
See what makes Give the preferred DAF provider for multi-family offices.
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Guide to when advisors should introduce Single-Charity Funds in client conversations.
Transition Private Foundations to Donor-Advised Funds
Transitioning from private foundations to donor-advised funds can be a strategic move for family offices supporting the philanthropic needs of UHNW clients.