Financial advisors, whether working independently or affiliated with financial service organizations, are among those trusted advisors who are most likely to learn about a donor’s desire to actively manage their charitable investments. The DMI Account Program offers an important additional tool that can encourage advisors to listen for and implement wealth holders’ philanthropic intent that includes investment control. In addition to serving their clients’ needs, the Program reduces the potential for financial advisors to discourage gifts to charity for fear of losing assets under management. The DMI Account can also provide a means of expanding advisory services and better integrating the money-management services available from an advisor’s affiliated brokerage arms.

The DMI Account Program provides financial advisors the opportunity to:

• Perceive and respond to client desire for control of investment management of charitable gifts;
• Retain assets under management even after clients have made gifts to charity;
• Meet clients’ needs by being able to offer an additional instrument for charitable planning and execution;
• Cross-sell complementary brokerage and wealth management services available from affiliates
• Strengthen relationships with charities that offer the DMI Account Program by bringing to the charities donors and dollars that might otherwise not have come their way