NEW YORK — In the modern wealth management landscape, a curious uniformity has taken over product pitches. Whether a financial institution is evaluating a boutique trust company or a Wall Street behemoth, the capabilities grid looks remarkably similar. Every donor-advised fund (DAF) provider claims it can support complex assets, process…

NEW YORK — In the hyper-competitive landscape of wealth management, financial institutions evaluating donor-advised fund (DAF) providers are routinely met with a homogenized sea of capabilities. Step into any board room or review any RFQ, and the pitch is virtually identical: robust technology platforms, experienced service teams, efficient grant-processing engines,…