Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to foster multi-generational discussions about philanthropy, aligning family values with charitable strategies.
Starting the Conversation
Thanksgiving is an ideal time for families to reflect on shared goals and values. Advisors can encourage clients to discuss giving by posing thought-provoking questions like: What causes resonate with each family member? or What kind of world do we want to help create? These discussions can empower younger generations to voice their interests, ensuring their inclusion in shaping the family’s philanthropic vision.
By facilitating these dialogues, advisors help clients create a collaborative environment that deepens family connections while laying the groundwork for a unified giving strategy.
Enhancing Multi-Generational Giving
Once families identify their key philanthropic priorities, advisors can introduce tools like donor-advised funds (DAFs). DAFs allow families to streamline giving, grow charitable assets tax-free, and contribute non-cash assets to optimize both impact and tax benefits.
TIFIN Give provides a digital DAF that keeps the advisor’s role central to client philanthropy with a family-friendly, advisor-led ecosystem. Families can manage and grow their philanthropic activities in one place with advisor support, while bringing generations closer to their shared values and goals.
Advisors can encourage clients to launch joint giving campaigns during Thanksgiving to translate conversations into action, broadening participation beyond relatives to include a wider community in facilitating collective impact.
Transforming Family Giving into Lasting Impact
TIFIN Give offers a streamlined platform that simplifies philanthropy while strengthening advisor-client relationships. Advisors can help families assign giving goals, track impact across causes, and celebrate milestones—all while reinforcing family values.
By leveraging these strategies, advisors not only deepen client relationships but also position themselves as trusted partners in building a legacy that resonates across generations. This approach aligns wealth management with meaningful impact, fostering loyalty and long-term engagement.