NEW YORK — In the hyper-competitive landscape of wealth management, financial institutions evaluating donor-advised fund (DAF) providers are regularly subjected to an identical barrage of marketing materials. Nearly every established sponsor boasts the capacity to support complex assets, process grants with automated efficiency, deliver sophisticated digital portals, and deploy experienced…

NEW YORK — In the competitive landscape of wealth management, financial institutions evaluating donor-advised fund (DAF) providers are routinely met with an identical chorus of claims. Across the board, providers recite the same baseline capabilities: support for complex assets, efficient grant processing, sophisticated digital portals, and experienced client service teams.…