Leveraging Complex Assets in Donor-Advised Funds (DAFs)
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
Donors in the Driver’s Seat: Tech Makes Giving Easier, More Impactful
As technology has disrupted and reinvented one field after another, it often follows a familiar playbook: Simplifying transactions and cutting out interactions. Shopping, ordering food, calling a cab – all have been replaced with swipes, taps and clicks. In a similar way, technology is making philanthropy easier. We discover and research causes online and donate […]
The Future of Family Office Philanthropy
This is the Family Office guide to leveraging Giveʼs innovative platform to ensure family legacy, investment growth, and next-gen engagement all thrive under one seamless philanthropic strategy.
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.
[InvestmentNews] Give expands philanthropic planning support with single-charity fund option
TIFIN Give Introduces Single-Charity Fund Functionality, Expanding Advisors’ Philanthropic Planning Capabilities
New addition enhances tax-efficient giving strategies for high-net-worth clients while augmenting traditional donor-advised funds.
Preventing the Next-Gen Breakup: How Advisors Can Retain Assets Through Wealth Transfer
For high-net-worth families, wealth transfer isn’t just about money—it’s about legacy, values, and relationships. But too often, advisors focus solely on the wealth creators, failing to build trust with their heirs. The result? When assets transfer, so do advisory relationships. This Valentine’s Day, let’s talk about how to prevent the Next-Gen breakup.