What is AssetMark Charitable?
AssetMark Charitable is an alternative, low-cost donor-advised fund (DAF) platform built to allow families to use a simple, digital experience to accomplish their charitable goals. Users can search and discover over 1.5 million charities, allocate giving goals to family members, champion causes, and donate with no account minimums.
AssetMark Charitable has partnered with the GiveClear Foundation, a registered 501(c)(3) DAF Sponsor, to offer the AssetMark Charitable DAF program.
Benefits of Donor Advised Funds
Receive an immediate tax deduction on contributions to a DAF
Avoid capital gains taxes on appreciated stock contributions
Invest DAF contributions tax free, maximizing impact on the charities supported
Why Families Use AssetMark Charitable
Collaborate across multiple generations to support the social causes they care about the most
Building a legacy empowers the entire family to be involved and instills a sense of philanthropic responsibility for the next generation
Assign giving goals to keep everyone engaged in the family’s charitable goals
Competitive Pricing
Compares favorably to other low-cost donor advised funds in the industry
Keep low to zero dollars in your account (no account minimums to keep the account active)
Advisor maintains investment management oversight, as assets invested int the DAF are housed within an Advisor Managed Accounts (AMA).