Claim Your Guide to Individually Managed Accounts Guide

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

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.

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

Empower yourself with knowledge and pave the way for strategic philanthropy.

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