You can build deeper, stronger relationships with clients by helping them achieve their philanthropic goals. Donor-advised funds (DAF) allow clients an easy way to support the causes they care about—and leave a lasting legacy. With access to two leading philanthropic solution providers, you can choose the approach that best fits the needs of your clients and your business goals.
American Endowment Foundation
Clients contribute to American Endowment Foundation (AEF), an independent national sponsor of DAFs.
BNY Mellon Charitable Gift FundSM
Clients contribute to the BNY Mellon Charitable Gift FundSM, a DAF that offers multiple investment options.