Financial Planning·Capability hub
Planned Giving
Tools for charitable giving, DAF management, and philanthropic strategy.
What's shifting
From year-end afterthought to embedded tax-smart giving
Philanthropic planning previously suffered from fragmented workflows scattered across legacy donor-advised funds (DAFs) and manual tax forms. Emerging fintech platforms leverage AI to optimize the timing and asset location of appreciated security donations relative to an advisor's broader portfolio rebalancing strategy. This embeds tax-smart giving directly into the daily wealth management workflow rather than leaving it as a year-end afterthought.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.