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Image for [Think Advisor] New TIFIN Give Tools Let Clients Run Charity Donation Campaigns
News

[Think Advisor] New TIFIN Give Tools Let Clients Run Charity Donation Campaigns

TIFIN Give, a philanthropic planning platform, has introduced a service that helps donors create personalized public campaigns to encourage friends, families and communities to join them in supporting causes they care about.
Image for Helping Clients Turn Thanksgiving Gratitude into a Giving Legacy
Thought Leadership

Helping Clients Turn Thanksgiving Gratitude into a Giving Legacy

Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to foster multi-generational discussions about philanthropy, aligning family values with charitable strategies.
Image for [Investment News] TIFIN Give rolls out industry-leading feature to amplify DAF-based giving
News

[Investment News] TIFIN Give rolls out industry-leading feature to amplify DAF-based giving

The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
Image for TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds
Press Release

TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds

TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.
Image for [Forbes] The 2024 Family Office Software Roundup
News

[Forbes] The 2024 Family Office Software Roundup

TIFIN Give is featured in the 2024 Family Office Software Roundup, as seen in Forbes.
Image for Driving Multi-Generational Engagement and Retention Through Philanthropy
Thought Leadership

Driving Multi-Generational Engagement and Retention Through Philanthropy

Advisors currently face the challenge of not only serving clients but also ensuring long-term acquisition and retention as wealth transfers across generations. One highly effective strategy to foster engagement and retention is through philanthropy. By incorporating charitable giving into wealth management, advisors can create deeper, multi-generational connections that resonate across families, fostering both loyalty and long-term engagement.
Image for Redefining Retirement: How Advisors Can Support the Charitable Giving Goals of Today’s Retirees
Thought Leadership

Redefining Retirement: How Advisors Can Support the Charitable Giving Goals of Today's Retirees

As Baby Boomers enter retirement, their approach to charitable giving is transforming the philanthropic landscape. This trend reveals both an opportunity and a responsibility for financial advisors to provide guidance that aligns with their clients' evolving priorities. 
Image for Get Ahead of Giving Season: The Benefits of Early Planning with Donor-Advised Funds
Thought Leadership

Get Ahead of Giving Season: The Benefits of Early Planning with Donor-Advised Funds

By encouraging clients to start planning before the Giving Season rush, financial advisors can leverage donor-advised funds and reduce stress before the holiday rush.
Image for [WealthTech Today] Digitizing Philanthropy: AssetMark Launches Donor-Advised Funds via TIFIN Give with David McNatt
News

[WealthTech Today] Digitizing Philanthropy: AssetMark Launches Donor-Advised Funds via TIFIN Give with David McNatt

David McNatt, head of wealth solutions at AssetMark, joined the WealthTech on Deck podcast to discuss donor-advised fund technology, modernizing philanthropy, and partnering with TIFIN Give.