For Financial Advisors

YOU keep all the

Assets Under Management

WE make it Easy

Instead of assets “walking out the door” to charities directly or to alternative/generic Donor Advised Fund (DAF) programs, Triskeles has developed a solution that allows you to retain assets under management while developing a philanthropic strategy with your clients. There are no additional administrative costs to you and you can manage the funds with the custodian of your choice.

Partner with the Triskeles Foundation, a 501(c)(3) public foundation, to establish a Donor Advised Fund program for your clients while YOU keep assets under management!

Feel confident welcoming the philanthropic and charitable giving conversation with your clients knowing you remain their trusted advisor.

Triskeles Foundation provides a turnkey, efficient charitable giving structure, operational administration, and client interaction on your terms.

  • You develop a formal relationship with Triskeles Foundation

  • Your client completes a Triskeles Foundation DAF application 

  • You open an investment account with Triskeles Foundation listed as the account owner

  • Assets are transferred from your clients’ account to the new investment account, which you manage

Simple and Flexible Implementation

Advantages when partnering with Triskeles Foundation

  • Retain assets under management

  • Flexible approach to investing and low account minimums

  • Manage your clients’ entire investment portfolio

  • Partner with an organization who’s “DNA” includes socially responsible/impact investing

  • Develop a more enhanced relationship with your clients while being an active participant in their philanthropic strategy

  • Offer a new service to your customers

  • Pay no new administrative costs

  • Efficient grant distributions process

  • Annual reviews and new client meetings

  • Liquidity events

  • Appreciated securities considerations or new tax considerations

  • Retail and corporate clients considering starting a foundation

  • Legacy building

In addition to individual accounts, we can help with business/corporate and nonprofit/endowment clients. Contact us to see how we can help you create corporate philanthropic structures and mission related investment accounts.

Philanthropic Discussion Opportunities

Why Now?

  • Contributions to DAF’s have recently seen continued annual double digit growth equating to approximately $79 billion.  Further, it’s estimated that over $40 trillion will pass on to the next generation.

  • Demand for philanthropic services is expected to increase during this transition and having established partnerships to support these services will augment advisors’ competitive edge.

  • To partner with us or to learn more, please contact us at


Ready to take the next step….