New addition enhances tax-efficient giving strategies for high-net-worth clients while augmenting traditional donor-advised funds.

For high-net-worth families, wealth transfer isn’t just about money—it’s about legacy, values, and relationships. But too often, advisors focus solely on the wealth creators, failing to build trust with their heirs. The result? When assets transfer, so do advisory relationships. This Valentine’s Day, let’s talk about how to prevent the Next-Gen breakup.

During Giving Season's period of high-volume charitable activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program. It may be time to transition to a modern DAF solution.

TIFIN Give's recently released feature allows for public campaigns via donor-advised funds (DAFs) to encourage others to join donors in supporting causes they care about without using an external platform.

Approximately $18 trillion of the $124 trillion Great Wealth Transfer is expected to go to charity. To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform.

To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform within the TIFIN ecosystem.

Wealth managers serving corporate clients must consider innovative ways to strengthen relationships and differentiate their offerings. Charitable giving benefits offer a powerful way to achieve these goals.

Technology has expanded access to donor-advised funds (DAFs) for a wider spectrum of donors—regardless of wealth or background—transforming giving experiences and how philanthropy operates.