> For the complete documentation index, see [llms.txt](https://guide.charityvest.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.charityvest.org/for-donors/set-up-a-daf-for-a-client.md).

# For Financial Advisors

We believe financial advisors are a trusted stakeholder in their clients' philanthropic journey.&#x20;

With [Charityvest for Advisors](https://www.charityvest.org/for-advisors), you can now launch a philanthropic program with a premier white-labeled DAF, custom investment options, automated operations, and collaborative giving resources for all clients. Visit our Advisor Prospective Partner Guide to learn more.

{% embed url="<https://advisorpartnerguide.charityvest.org/>" %}

{% hint style="info" %}
If you would like to explore how Charityvest for Advisors can serve as your firm's philanthropic practice, [request a demo on our website](https://www.charityvest.org/for-advisors) or contact our team at <info@charityvest.org>.
{% endhint %}


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://guide.charityvest.org/for-donors/set-up-a-daf-for-a-client.md?ask=<question>&goal=<endgoal>
```

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