How Donor Advised Funds Benefit Advisors

How Donor Advised Funds Benefit Advisors

by Bill High

There’s a new day coming for donor-advised funds.

For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over that period of time, the Servant Foundation has seen nearly $3 billion in contributions and $2 billion in grants.

But now Servant Foundation is getting ready to launch its new era–a new era of donor-advised funds. We’ll launch with a new logo and brand. You can visit our landing page by clicking here, and you can follow the progress.

Why the new era?

As we’ve studied and practiced in this space, we’ve realized that one of the central components of the donor-advised fund world is often overlooked: the financial advisor. The financial advisor may be the attorney, the accountant, the financial planner, the wealth manager, the broker, the life insurance agent. Often, all these play a part in helping a client move toward a generous life.

The financial advisor is often the one who recommends the tool of the donor-advised fund. As a result, our goal is to be advisor friendly. What does “advisor friendly” mean? It means that clients get the choice of who manages the money in their accounts–even at dollar one. We think this is an important incentive to have advisors involved at the ground level.

On the other hand, our goal is to embrace advisors, to learn from them, and to help them as they help their clients. It’s a mutual win-win. As a result, we are looking for advisors who want to be part of the next era.

Would you like to learn more? Please send an email to Evan Lange: elange@thesignatry.com.

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Published March 23, 2018

Topics: Giving Strategies

AdvisorsDonor Advised FundsGenerosityWealth Management

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