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Guide

Simplify and Scale Family Office Giving

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

Get Ahead of Giving Season

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.
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Case Study

Supporting a Maturing Family Giving Program

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

Avoiding The Year-End Scramble

“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.”