Serving High-Net-Worth Clients
With this use case, you will understand:
There is an opportunity to more effectively and impactfully align the financial and philanthropic needs of high-net-worth clients.
Firms that adopt DAF 2.0 can create a more robust charitable experience that protects, grows, and shares clients' wealth.
DAF 2.0 strengthens client relationships by empowering altruistic clients to reach their financial and philanthropic goals.