Investment Management

White Label Donor-Advised Fund Program

A donor-advised fund built for advisors—fully branded, aligned with your firm’s overall approach to client advice 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.

What is a Donor-Advised Fund (DAF)?

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.

DAF Benefits

 
Donor-Advised Funds are evolving and can provide a flexible, tax-advantaged path to giving that can be aligned with overall wealth management. Discover what makes DAFs a smart way to give.

Contribute

Asset In-Kind


Give assets such as stocks, mutual funds, ETFs, other DAFs, cash illiquid assets and qualify for a tax deduction.

Create

Wealth for Impact


Choose from a number of customized goal-based pool investment options.

Change

Your Legacy


Support eligible IRS-qualified charities through the ALPS Advisors DAF Program.

Modern Infrastructure Benefits

 
The ALPS Advisors DAF is a modern, white label platform purpose-built for those who manage multi-generational wealth and designed to evolve with how clients give today, and how the next generation will give tomorrow.
 

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.