Investment Management

White Label Donor-Advised Fund Program

A donor-advised fund built for advisors and fiduciary teams—fully branded, aligned with your firm’s overall approach to client advice, trust administration and portfolio management, and reflective of what matters most to your clients.
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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.

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What is a Donor-Advised Fund (DAF)?

DAFs simplify charitable giving, enabling donors to achieve their philanthropic goals with minimal complexity and maximum impact, creating wealth for charitable causes and building a legacy that can be passed down for generations, including through trusts and estate plans.

A Modern, Flexible Giving Solution for Advisory and Fiduciary Firms

 

Our SS&C ALPS Advisors White Label DAF Program


Clients expect philanthropic tools that align with their investment philosophy, support multi-generational planning and offer a modern, intuitive experience. Our White Label DAF Program helps firms meet those expectations in a fully branded, customizable, custodian-agnostic format.


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Structured philanthropy deepens client and family connections and opens new avenues for growth—engaging heirs, complementing foundations and enhancing the asset management and planning processes.

Built for What’s Next in Client Engagement

 

Our program enables partner firms to offer a charitable experience that reflects their brand, planning approach, investment philosophy and multi-generational client priorities—delivered in a unified environment supported by our investment expertise, operational depth and fiduciary oversight.

By bringing philanthropy into their own ecosystem, firms and fiduciaries maintain the client relationship and strengthen their role in clients’ broader planning lives. A branded DAF becomes a natural extension of that relationship—helping firms remain relevant to clients and their families as values, needs and generations evolve, with intuitive tools and digital experiences that meet families where they’re headed.

Branded to you.


Engage every generation.


Stay central to clients.

Platform Capabilities

 
Branded donor and advisory team dashboards.
 
Family and Community giving structures.
 
No contribution or account minimums.
 
Access to Single Charity Funds for IRA Qualified Charitable Distributions.
 
Tax-intelligent tools.
 
Customizable investment portfolios aligned to a firm’s philosophy.
 
Modern workflows for contributions and grants.

Position your firm

as a catalyst for meaningful,

multi-generational
family conversations.

Modern giving starts here--elevate your client experience with DAF integration.

 

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