The donor-advised fund platform's new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.

TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.

TIFIN Give is featured in the 2024 Family Office Software Roundup, as seen in Forbes.

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.

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. 

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.

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.