Skip navigation

Strengthen Relationships. Expand Advisor Assets.

As today’s affluent clients undertake the management of their families philanthropy and evaluate the allocation of their social capital among various instruments, having a leading-edge donor advised fund (DAF) solution enables your institution to remain engaged and extend these relationship in significant new directions.

The DonorFirst platform of technology and services is both a state-of-the-art DAF solution and a comprehensive charitable accounts dashboard (supporting CRT, CLT & CGA assets) that ensures clients remain as satisfied and engaged with your philanthropic services as they are with other dimensions of your relationship.

Whether you have an existing DAF program or are launching a new charitable initiative, DonorFirst will ensure that your firm’s offering in this rapidly growing domain is leading edge and sets the standard for features and functionality.

Benefits

  • A cost effective turn-key solution with a short time-to-market
  • Expands distribution efforts within high net worth and foundation markets
  • Increases intergenerational asset retention and growth
  • Improves collaboration between family and advisors to increase client retention
  • Enhances a firms identity with a private labeled program

Features

  • Comprehensive web-based solution that combines technology and services
  • Supports online family collaboration and grant-making
  • Investment capability for both mutual fund and individually managed accounts
  • Donor dashboard that combines account management, charity research and due diligence, social networking and grantee communication
  • Wholesaler and advisor training ensures a smooth, successful deployment
  • Content and community management tools, including grantee response feature