Claim Your Guide to Individually Managed Accounts
Discover the power of Individually Managed Accounts (IMA) and gain insights into how IMA partnerships can benefit both wealth advisors and donor-advised clients with our comprehensive guide.
Download Your Individually Managed Accounts Guide
- As a Wealth Advisor:
Learn how your clients can leverage donor-advised funds to support causes close to their hearts, while their charitable assets are managed by their trusted wealth advisor.
- As a Donor:
Learn ways to leverage donor-advised funds that support causes you care about, under the supervision of your trusted wealth advisor.
With Our FREE “Individually Managed Accounts Guide”, You’ll Uncover:
The seamless synergy between donor-advised funds and wealth management
Strategies for maximizing charitable impact while maintaining financial oversight
How IMA partnerships create a win-win scenario for advisors and clients alike
