Guide Your Clients to Smart Giving With the Morgan Stanley Giving Toolkit

Your clients with charitable intentions might not realize all of the options they have for strategic giving, or how those options can help them reach their long-term financial goals. The tools on this page will equip you to explain the ways you and Morgan Stanley can make your client’s giving more efficient, effective and sustainable.

The Morgan Stanley DAF Advantage

Morgan Stanley is positioned to make opening a DAF easy for your clients. We have a direct relationship with a 501(c)(3) nonprofit that can serve as the sponsoring charity for DAFs, charging industry-low administrative fees and allowing your clients to work with you to make investment decisions relating to their DAFs.

Help Clients Access the Benefits of DAFs

With the tools on this page, you can efficiently explain Donor-Advised Funds to clients and help them set up DAFs, allowing them to take full advantage of these increasingly popular vehicles for smart, impactful charitable giving.

The Tools at Your Disposal:

  • Donor-Advised Fund (DAF) basics
  • How to open a DAF account
  • How RCF works with you
  • Frequently Asked Questions
  • Real DAF client success stories
Learn the basics of Donor-Advised Funds and how your clients can include strategic charitable giving in their financial planning.

How to Open a DAF Account

Learn the steps for establishing a DAF for your client, depositing funds and putting the DAF into action. Enter your email and we will send you the steps to create a Morgan Stanley DAF.
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