DAFs Are No Longer a Nice-to-Have. They’re a Proven Growth Engine.

New data shows that when DAFs are designed around advisors and embedded into the planning experience, they become something more: a durable growth engine. AssetMark’s recent DAF evolution offers a clear signal for wealth firms rethinking how philanthropy fits into their growth strategy.

Turning Philanthropy into a Strategic Advantage

Philanthropy is no longer a side conversation. It’s a growth strategy. As wealth managers face fee compression and rising expectations, branded donor-advised funds (DAFs) are helping firms align purpose with performance, retain assets, and create multi-generational loyalty.