Freedom from outside influences is significant to developing your client’s philanthropic legacy.
Independence brings to mind qualities such as:
“Free from influence, guidance, or control of another or others; self-reliant”
As an early pioneer of donor advised funds (DAF), true independence is an important part of iGiftFund’s foundational values. This independence allows us to focus on, and act in your clients’ best interests for a uniquely personalized experience.
True Independence Means Freedom from Outside Influences
Most DAF programs are “charitable entities” tethered to for-profit financial institutions, a local community foundation, or another public charity. iGiftFund does not have a product, geographic, religious, social, or succession agenda. This allows your clients the freedom to develop and pass on their legacies according to their personal vision with the ability to remain free from outside influences.
True Independence Means Better DAF Investment Choices
Most DAF sponsors restrict investment choice. Some will only work with RIAs on their approved list. Some will not work with the donor’s financial advisor or will do so only for larger funds. Others have restrictive investment policies or restrict investment choice to proprietary investment pools. Still others limit the choice of custody.
You are a trusted advisor. At iGiftFund, we’re happy to work with you in a brokerage or RIA managed account relationship (discretionary or nondiscretionary), at all levels and on your familiar custodial platform. All funds are separately managed in open architecture, with no pools or products.
This showcases the fact that iGiftFund operates on a truly platform-neutral basis. Put another way, we don’t have an investment agenda outside of ensuring proper management of assets.
True Independence Matters Because Your Client’s Legacy Matters
We think it is important that you and your clients can work with an organization that you can trust. At iGiftFund, we’re focused on your client’s specific vision for building a lasting legacy. We’re here to honor your client’s philanthropic interests and values.
Everyone deserves the right to enjoy “true” independence, especially when partnering with a DAF sponsor to build a unique and personal philanthropic legacy.
This information contained in this article is intended solely for educational purposes.
The content is not intended, and shall not be construed as professional advice (or a substitution for) including but not limited to legal, financial, tax or any other professional interpretation.