A new year brings fresh resolutions and, for many clients, a renewed desire to be more thoughtful about their money, including their giving. Revisiting how DAF assets are invested can open a higher-value conversation — one that goes beyond transactions and into values and legacy, long-term.

Year-end is when many clients step back and ask how they want their giving to reflect their values. For advisors, it’s a timely opportunity to connect on a deeper level with clients — beyond just tax strategy or annual contribution amounts — on what they want for their legacy and long-term impact.

As the year winds down, many families feel the pull to do more good. Recoverable grants can be a flexible tool to fund high-impact work now, with the potential — though never the promise — that funds might be returned.

Used strategically, artificial intelligence (AI) can be another crucial item in advisors' toolkit to help deliver personalized, impact-oriented solutions to win and grow high net worth relationships.

This article is the first in a new guest series from CapShift, designed to help philanthropists explore the full potential of impact investing — from foundational concepts to practical steps and real-world examples.

This fall and winter, CapShift is joining conversations that are shaping the future of philanthropy, wealth management, and impact investing. If you’re attending any of these events, let’s connect!