TIFIN Give Launches first-of-its-kind Tax Intelligence for Philanthropy
TIFIN Give launches Tax Intelligence to scale tax gain harvesting—helping advisors spot tax-efficient DAF contributions and drive client growth.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
The future of AI in finance isn’t scale alone, it’s verticalization. Purpose-built, industry-trained AI delivers precision, compliance, and measurable results.
Redefining What It Means to Invest and Give
A $90 trillion wealth transfer is reshaping how money moves between generations. Younger investors aren’t just inheriting assets—they’re redefining wealth with values-aligned investing and strategic philanthropy. For advisors, this creates an opportunity to engage clients through giving, deepen relationships, and drive growth.
From Passive to Purposeful: Customizing Your DAF Investment Policy
DAFs are no longer just passive giving vehicles. With a custom Investment Policy Statement, families can align charitable capital with their mission, values, and long-term goals—turning philanthropy into both impact and growth.
DAFs as a Family Governance Tool
DAFs are more than giving vehicles—they’re platforms for family unity and legacy. By creating a safe space for values-based decision-making, empowering rising-generation leaders, and aligning philanthropy with wealth strategy, DAFs help families practice governance while building cohesion across generations.
Donors in the Driver’s Seat: Tech Makes Giving Easier, More Impactful
Technology is transforming philanthropy. From easier cause discovery to real-time impact tracking and community-driven giving, new tools are making charitable giving more accessible, engaging, and impactful—for donors, nonprofits, and advisors alike.
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Advisors need smarter giving solutions, not more complicated ones. For high-net-worth clients, charitable giving isn’t just about generosity—it’s a strategic part of their tax planning and wealth management. Many advisors turn to private foundations or donor-advised funds to structure client giving. However, these tools do not always meet every client’s needs—particularly when managing Required Minimum […]
The Preferred DAF for Multi-Family Offices
See what makes Give the preferred DAF provider for multi-family offices.
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Guide to when advisors should introduce Single-Charity Funds in client conversations.
Transition Private Foundations to Donor-Advised Funds
Transitioning from private foundations to donor-advised funds can be a strategic move for family offices supporting the philanthropic needs of UHNW clients.