DAF Investment Professional Benefits

Compensation

• Financial Advisors receive a servicing fee of 0.50%, which begins accruing immediately and is paid quarterly (0.25% on accounts over $1 million)
  

Strengthen Existing Relationships

• Just as you’ve helped your clients grow and preserve their assets, The Donor Advised Fund (DAF) lets you play an important role in meeting their wealth transfer and estate planning needs.

Improve Client Retention

• The very nature of this vehicle promotes long-term advisory relationships. Use the DAF to retain clients far beyond the financial industry’s average.

Make Intergenerational Sales

• Position yourself with account successors to continue the tradition of giving. Use the DAF to  help you remain in an advisory role as the next generation seeks financial products and services.

Gain Assets Under Management

• How much are you leaving on the table? Chances are, roughly two-thirds of your clients’ assets. Use the DAF to your advantage to identify and capture more of those hidden assets.

Diversify Your Business

• Expand the scope of your services beyond wealth management and move into the fast-growing wealth transfer market.

Meet Centers of Influence

• The DAF gives you a great opportunity to meet and work with CPAs and attorneys who can bring you added sales. Let your clients make the introduction or approach these professionals directly with news of your involvement in charitable giving.

Build Your Sales Practice

• Attract the newly affluent and their account successors to your practice with charitable giving.

Gain Cross-Selling Opportunities

• Life insurance makes a natural wealth replacement sale. You can fund the sale with found money from tax deductions.