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.
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.
[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.
[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.