DAFs, Alternatives, and the Next Frontier of Advisor-Led Growth
Alternatives have captured the spotlight, but donor-advised funds are rapidly becoming one of the most powerful, underutilized growth tools in wealth management.
Giving Tuesday 2025: Why Technology Should Enable Generosity, Not Replace It
Giving Tuesday highlights a simple truth: people want to give with purpose, not complexity. As DAFs grow and technology evolves, donors are looking for guidance, transparency, and tools that make generosity easier to act on.
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.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.
Podcast: How Philanthropy is Powering the Future of Growth
Philanthropy isn’t just generosity — it’s strategy. In this DAF Day discussion, Paul Lussow and Rob Kaufold explore how donor-advised funds (DAFs) are helping advisors and families align wealth with purpose.From legacy and stewardship to multi-generational engagement, they share how giving can be a catalyst for both impact and growth.
Rethinking the Giving Season: Why Strategic Philanthropy Is Year-Round
Generosity isn’t seasonal. By making philanthropy a year-round strategy, advisors can unlock better tax outcomes, deepen client relationships, and sustain nonprofit impact.
Redefining What It Means to Invest and Give
A $90 trillion wealth transfer is reshaping how money moves between generations. Younger investors aren’t just inheriting assets—they’re redefining wealth with values-aligned investing and strategic philanthropy. For advisors, this creates an opportunity to engage clients through giving, deepen relationships, and drive growth.
From Passive to Purposeful: Customizing Your DAF Investment Policy
DAFs are no longer just passive giving vehicles. With a custom Investment Policy Statement, families can align charitable capital with their mission, values, and long-term goals—turning philanthropy into both impact and growth.
DAFs as a Family Governance Tool
DAFs are more than giving vehicles—they’re platforms for family unity and legacy. By creating a safe space for values-based decision-making, empowering rising-generation leaders, and aligning philanthropy with wealth strategy, DAFs help families practice governance while building cohesion across generations.