Philanthropy Made Simple for Advisors
74% of millennials prefer advisors who integrate giving into financial planning. Daffodil makes it effortless with client-ready tools that help you lead with purpose — and grow your practice.
You're Not a Philanthropy Expert — and You Shouldn't Have to Be
Advisors want to help clients give meaningfully, but lack the time, tools, or expertise to do it well. Without a clear starting point or support, philanthropic planning often gets pushed aside — leaving value (and loyalty) on the table.
How It Works
Create your free advisor account
No setup calls, no contracts. Get started in minutes with our streamlined onboarding process designed specifically for financial advisors.
AI powered tools uncover aligned nonprofits & generate impact answers
In seconds. Our AI analyzes your client's values and preferences to surface perfectly aligned nonprofit opportunities and generate detailed impact insights.
Share with clients for free
And instantly elevate your value as a philanthropic guide. Create professional reports, track impact, and demonstrate your expertise in charitable planning.
Optionally manage or white-label donor-advised funds
Take your philanthropic services to the next level. Offer clients a complete DAF solution under your brand, with full investment management capabilities and automated compliance.
"Is this hard to use?"
It's free to try and easy to self service. Either way, Daffodil's client team is available to help you get started.
"Will this add value?"
Firms offering charitable planning have 6x the median assets of those that don't. Now you can do it without the overhead.
Start Leading with Purpose
Give your clients the philanthropic support they actually want — and grow your practice in the process. Try Daffodil today, completely free.