David McNatt, head of wealth solutions at AssetMark, joined the WealthTech Today podcast to discuss donor-advised fund technology, modernizing philanthropy, and partnering with TIFIN Give.
Topics Covered
- Discussing the Donor-Advised Funds Collaboration
- Importance of Charitable Giving in Wealth Management
- Technology and Efficiency in Donor-Advised Funds
- Future Vision and Integration with Financial Planning Tools
Listen to the full episode here.