With this use case, you will understand:

  • The challenges that advisors face in supporting high-net-worth clients' philanthropic needs
  • The unique advantages of Amicus.io's philanthropic platform to serve high-net-worth clients' financial and charitable goals
  • The robust benefits of implementation

Image Use Case to Serve High Net Worth Clients

Banks are losing out

The need for alignment

There is an opportunity to more effectively and impactfully align the financial and philanthropic needs of high-net-worth clients.

The rise of DAF 2.0

The rise of DAF 2.0

Firms that adopt DAF 2.0 can create a more robust charitable experience that protects, grows, and shares clients' wealth.

Benefits of DAF 2.0

Benefits of DAF 2.0

DAF 2.0 strengthens client relationships by empowering altruistic clients to reach their financial and philanthropic goals.