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.

Quick quiz

5 questions · anonymous
Loading quiz…
Gimme Five

Be first when Planned Giving teardowns drop.

Join the Gimme Five — a short morning brief on what's moving across the wealth-tech stack.

Get wealth-tech signals

One signal a day. Pick a channel — or use both.

Daily digest, delivered by 7am. Unsubscribe anytime.

No signup needed to read — subscribe when you want it pushed.Browse feed →

How the work actually gets done

The top software vendors firms use here, and the features those tools actually ship.

Market landscape

5 vendors · 5 with profiles
LeaderEstablished, scaled incumbents.ChallengerMeaningful traction, gaining share.AIAI-native — built around LLMs / agents.DigitalDigitally native — app-first, no branches.