Your clients want to give with confidence — and you want to offer solutions that align with their financial goals. GiveClear®’s donor-advised fund (DAF) platform gives you the tools to help clients simplify their charitable giving, maximize tax benefits, and support the causes they care about most — all through a trusted, low-cost platform designed for advisors like you.
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The Gift That Keeps Giving
Strengthen the bond between you and your client while increasing your service offering and AUM.
Benefits for Financial Advisors
→ Enhance your value by guiding clients’ charitable giving alongside their broader wealth strategy.
→ Expand your service offering with flexible, tax-efficient donor-advised funds (DAFs).
→ Attract new clients who value long-term charitable planning.
→ Continue managing charitable assets as part of your client’s overall financial portfolio.
→ Build stronger client relationships by aligning wealth management with personal values and philanthropic goals.
Benefits for Your Clients
→ Manage all charitable giving in one flexible, advisor-guided account.
→ Support charities immediately or over time, based on personal giving preferences.
→ Contribute and invest charitable assets tax-free while deciding where to give.
→ Access expert guidance to align giving strategies with broader financial goals.
→ Make giving simple, impactful, and fully aligned with their values.
Utilizing a GiveClear® DAF
The Advisor’s Giving Roadmap
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GiveClear® Donor Advised Fund provides an easy to use online portal enabling your clients to give to charities they care about. From education and social justice, to health care and clean water, clients can contribute to any charity through donations of cash, appreciated securities, and other complex assets. This allows you to combine their charitable giving with their overall wealth plan to leverage tax-advantaged giving.
01
Set Up the Fund
Help your client open a donor-advised fund (DAF) and contribute cash, securities, or complex assets — all with immediate tax benefits.
02
Manage Investments & Grant Strategy
Work with your client to align investment options and charitable goals, with full flexibility on when and where to recommend grants
03
Recommend Grants & Track Impact
Clients recommend grants to approved charities, while you and your client stay informed with transparent reporting powered by GiveClear.
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Dedicated Support for Advisors
Already managing client DAFs through a GiveClear-powered platform?
Our team is ready to assist with account setup, grant recommendations, and platform tools.
"The partnership between GiveClear, my clients, and myself provides my clients with more funds and streamlined opportunities to give to the charitable causes that are near to their hearts. GiveClear’s flexible fee structure has provided a great tool that makes sense to my clients and to myself, and has deepened our relationship.”
– Janet Kim Sing
Portfolio Manager, Capstone Asset Management
Deepen Relationships, Expand Your Services
Partner with
GiveClear® to offer flexible, tax-efficient donor-advised funds your clients will value. Our team will guide you through onboarding, so you can start delivering streamlined charitable solutions right away.