Investment Management
White Label Donor-Advised Fund Program
Enhance client offerings, minimize taxes and maximize impact.
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 lasting legacy that can be passed down for generations.
DAF Benefits
Giving is a journey where children, friends and even entire communities share a charitable vision empowering the next generation.
Tax-smart giving starts with appreciated assets—stocks, mutual funds and even illiquid investments.
Qualified Charitable Distributions from IRAs can now flow into a dedicated charitable fund that remains until they are granted.
A DAF offers a structured, low-friction way to start giving with new wealth through inheritance, a business sale or a liquidity event.
Modern Infrastructure Benefits
The ALPS Advisors DAF is a modern, white label platform purpose-built for RIAs, asset managers, family offices and those who manage multi-generational wealth and value long-term relationships that go beyond just financial assets.
White label with your brand.
No account or contribution minimums.
Advisor-directed platform.
Customized investment options aligned to your strategy.
Seamless client experience.