“Our end-of-year scramble was eliminated with TIFIN Give. We were able to plan and execute gifts earlier in the year, ensuring nothing was missed and all tracking was automated.”

This article explores family offices’ challenges in charitable planning and how innovative solutions can simplify and enhance their experience.

The final months of the year signal a surge in charitable giving. Advisors and clients often find themselves caught in a last-minute Giving Season scramble to maximize tax benefits and finalize donation plans by year-end. By encouraging clients to start planning now, financial advisors can help them reduce stress and leverage the advantages of donor-advised funds before the holiday rush.

Learn how TIFIN Give supports the needs of a maturing family giving program.