Results for Financial Advisors
In this use case, you will see:
Given a lack of integrated philanthropic offerings, financial advisors do not retain charitable clients and have thus been left out of the growing DAF market.
Financial advisors that adopt DAF 2.0 can grow acquire and retain clients by introducing DAF offerings within their product portfolio.
DAF 2.0 strengthens customer connections by bringing the personal area of giving into the client experience, which grows AUM.