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Image for [Forbes] The 2024 Family Office Software Roundup
News

[Forbes] The 2024 Family Office Software Roundup

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

Redefining Retirement: How Advisors Can Support the Charitable Giving Goals of Today's Retirees

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. 
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Thought Leadership

Get Ahead of Giving Season: The Benefits of Early Planning with Donor-Advised Funds

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.
Image for [WealthTech Today] Digitizing Philanthropy: AssetMark Launches Donor-Advised Funds via TIFIN Give with David McNatt
News

[WealthTech Today] Digitizing Philanthropy: AssetMark Launches Donor-Advised Funds via TIFIN Give with David McNatt

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.
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Thought Leadership

Diversifying Giving: The Case for Alts in Donor-Advised Funds

Image for [Family Wealth Report] Philanthropy Platform, AssetMark Partner Over DAF Solution
News

[Family Wealth Report] Philanthropy Platform, AssetMark Partner Over DAF Solution

The alliance is an example of the kind of developments affecting donor-advised funds, a major conduit for philanthropy in the US. The alliance between TIFIN Give and AssetMark is an example of developments affecting donor-advised funds, a major conduit for philanthropy in the US.
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News

[Investment News] AssetMark and TIFIN Give forge DAF partnership

The integration partnership will help more AssetMark advisors weave philanthropy into their clients’ planning with TIFIN Give’s advanced technology.
Image for [WealthManagement.com] AssetMark Announces Strategic Collaboration with TIFIN Give
News

[WealthManagement.com] AssetMark Announces Strategic Collaboration with TIFIN Give

The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.
Image for TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients
Press Release

TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients