Donor-advised funds (DAFs) are one of the fastest-growing charitable vehicles in the U.S. and a largely untapped opportunity for advisors. When DAF strategy is integrated into portfolio conversations — for tax efficiency, legacy planning, or family giving — it enables advisors to deepen relationships and demonstrate a commitment to the person behind the portfolio.
Many DAF holders are intensely values-driven, yet their assets often sit in default investment pools with little personalization.
At Ethic, we help advisors treat DAFs as a strategic part of a broader wealth and values plan: we provide gifting analysis, build values-aligned portfolios, and deliver reporting that links investments to philanthropic outcomes.
