Giving Season is often marked by an exponential increase in charitable activity. During this period of high-volume activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program.
Delays in contribution and grant processing, manual administration, and time-intensive onboarding are common pain points that advisor teams face. These challenges frustrate clients and hinder your ability to provide them with a delightful philanthropic planning experience.
Transitioning to a modern provider like TIFIN Give offers a solution that eliminates these inefficiencies, providing a seamless experience for your advisory team and donors.
Start the New Year with New Technology
TIFIN Give offers a proprietary platform packed with features designed to maximize efficiency and engagement:
1. Digital Account Setup and Onboarding
Set up client accounts digitally in minutes rather than days or weeks. This quick and painless onboarding process reflects a commitment to a modern, client-centric approach, enhancing the giving experience right from the start.
2. Automated Contributions and Grants
Efficiently contribute and manage a wide variety of assets, from cash to securities, with a fully digital process that reduces delays and minimizes manual errors. The platform’s flexibility ensures you can address the complex needs of high-net-worth clients. Advisors and clients alike benefit from smooth, automated workflows that remove friction from the philanthropic journey.
3. Real-Time Reporting & Tax Receipt
Access detailed, real-time insights into contributions, balances, and grant statuses, plus a single, automatic tax receipt. This transparency strengthens advisor-client relationships by equipping you with the information donors need to measure their impact.
Streamlining DAF Transfers with TIFIN Give
Transferring a DAF from an external provider should not be a barrier to providing your clients with a superior giving experience. TIFIN Give makes this process incredibly straightforward, eliminating manual work and ensuring a smooth transition for clients.
You have the power to transfer DAF assets in a fraction of the time you’re used to. A digital-first process removes administrative burdens, allowing you to focus on delivering value and enhancing client relationships.
Transforming Charitable Giving into a Growth Driver
By transitioning to TIFIN Give, wealth management firms can turn philanthropy into a growth engine for AUM. The platform’s modern, advisor-centric tools not only streamline operational inefficiencies but position advisors as partners in their clients’ financial and philanthropic journeys.
With family-oriented capabilities, you can better engage the next generation by bringing them into the giving experience. Help families build a philanthropic legacy, ensuring multi-generational engagement while fostering stronger relationships across generations.
Firms that embrace these innovations are better equipped to attract and retain clients during the wealth transfer era. Now is the time to re-evaluate your current DAF provider and invest in a solution that supports your long-term growth.
Let’s set up time to discuss further.