Fund collaboration allows you to work with a trusted advisor or a family member to manage your fund. There is no minimum balance required in your DAF to use this feature. Once established, Collaborators have read-only acces, and can make recommendations for your approval. This includes making donations, making grant recommendations, and managing portfolio positions.
Advisor managed portfolios allow you to manage your clients’ portfolio positions on your own platform. See Advisor Managed Portfolios for more information.
