White-label

The DAF dilemma: Don’t let your clients skip dessert

by Kevin McGrath, Vice President

Let’s say that, rather than leading a team at a financial institution, you own a restaurant. You’ve got a solid customer base that loves what… Read More »The DAF dilemma: Don’t let your clients skip dessert

Simplifying charitable giving: The benefits of a white-label donor-advised fund

by Kevin McGrath, Vice President

Donor-advised funds (DAFs) are the fastest-growing and most popular charitable giving option today. That’s largely a result of more individuals — especially high-net-worth individuals —… Read More »Simplifying charitable giving: The benefits of a white-label donor-advised fund