Activation kit (for firms)

Everything you need to introduce, explain, and share your firm's custom DAF program with your clients.

Below you'll find materials that are designed to be a starting point as you begin sharing your DAF program publicly. These resources are built to provide key language about the DAF program that you can take and make your own, incorporating into your branding and communications.

Overview Flyer — content that introduces clients to your firm's DAF program, including the definition of a donor-advised fund, key benefits of your program, fee schedule, and how clients can open an account.
Example Client-Facing Two-Pager — designed collateral piece that introduces your firm's DAF program, highlights distinctions of this DAF, and provides instructions for getting started. Ideal as a leave-behind for meetings or to pass along digitally.
FAQs — curated list of common client questions with clear, accurate answers, ready to adapt to your firm's voice and specific DAF program details.
Webpage Language — ready-to-use copy and bullet points for building a webpage for your firm's DAF program or adding information about the DAF to your firm's website.
Internal Client Communications — sample advisor-to-client outreach language. Could be worked into email communications and includes top FAQs.