Rockefeller Capital Management, a leading independent financial advisory firm, today announced a new partnership with ϲʿ (ϲʿ), one of the nation’s largest independent donor-advised fund sponsors, for creation of a donor-advised fund (DAF) program exclusively for Rockefeller Global Family Office clients.

The agreement establishes the “Rockefeller Charitable Giving Fund,” administered by ϲʿ.

“At Rockefeller, we view philanthropy as a path to building enduring legacies and we are pleased to be partnering with ϲʿ on this new initiative,” said Christopher Dupuy, President of Rockefeller Global Family Office. “Through the launch of the ‘Rockefeller Charitable Giving Fund,’ we expand our holistic suite of philanthropy solutions and continue to meaningfully serve our clients by creating opportunities for them to lead their lives with passion and purpose.”

“The partnership between Rockefeller Capital Management and ϲʿ marks a significant milestone in our shared commitment to driving positive change and expanding philanthropy throughout the financial services industry,” said ϲʿ CEO Ron Ransom. “Our dedicated team of highly trained professionals, including philanthropic advisors, advance planning specialists, and client experience teams, alongside the exceptional talent at Rockefeller Capital Management, stands ready to create a meaningful impact across numerous communities.”

According to the 2024 National Study on Donor Advised Funds by the DAF Research Collaborative, while DAFs are a relatively young philanthropic vehicle, they continue to grow in popularity allowing donors to give in ways that are most meaningful to them – over 80% of DAFs, according to the study, were opened after 2010 and over one in four were opened after 2020. “Donor-advised funds comprise the fastest growing giving vehicle in the charitable industry, and ϲʿ is a leader in the field,” said Adrienne Hart, Head of Philanthropy at Rockefeller Capital Management. “As one of the most highly respected DAF sponsors in the United States, ϲʿ is an ideal partner for our firm’s advisors and clients.”

Through the Rockefeller Charitable Giving Fund, Rockefeller clients will have access to a DAF managed by their Private Advisor to support their philanthropic goals and create a lasting impact around the causes they care about most. The addition of this offering enhances Rockefeller Capital Management’s distinctive platform of comprehensive solutions for philanthropic giving across all levels of complexity, including philanthropic advisory and private foundation administration through the Rockefeller Giving Gateway.

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. As of March 31, 2024, the Firm was responsible for $133 billion in client assets* across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.

About ϲʿ
Established in 1993, ϲʿ (ϲʿ) is one of the nation’s largest independent donor-advised fund sponsors with $7.5 billion in assets under management, as of March 31, 2024. ϲʿ is a mission-motivated organization focused on expanding philanthropy led by a people-driven culture that results in a best-in-class client experience.