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Asset In-Kind
Give assets such as stocks, mutual funds, ETFs, other DAFs, cash illiquid assets and qualify for a tax deduction.
SS&C ALPS Advisors and TIFIN Unveil Innovative Donor-Advised Fund Program
Designed for asset managers, family offices and advisors, the program transforms philanthropy and gifting into powerful tools for deepening client engagement and future-proofing investment strategies—helping firms grow alongside the evolving values of the next generation.
Donor-Advised Funds (DAFs) simplify charitable giving, enabling donors to achieve their philanthropic goals with minimal complexity and maximum impact. By combining tax efficiency with modern, digital tools and AI-driven insights, DAFs make it easier to contribute, invest and grant—creating wealth for charitable causes today while building a lasting legacy that can be passed down for generations.
Give assets such as stocks, mutual funds, ETFs, other DAFs, cash illiquid assets and qualify for a tax deduction.
Choose from a number of customized goal-based pool investment options.
Support eligible IRS-qualified charities through the ALPS Advisors DAF Program.
White-labeled program with your brand.
No account or contribution minimums.
Advisor-directed platform.
Customized portfolios tailored to your investment philosophy.
Integrated philanthropy & tax intelligence tools.
Multi-generational insights.
Digital dashboards & reporting.
Seamless client experience.