AI Will Not Replace Advisors — But It Will Elevate the Importance of Human Connection
Artificial intelligence is reshaping wealth management, but it cannot replace trust, empathy, or the deeply personal conversations that define great advisory relationships. In this thought leadership piece, Greg Murray explores why charitable planning is becoming one of the most powerful ways advisors can deepen client relationships, engage the next generation, and create lasting impact.
TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities
TIFIN Give and Canterbury Consulting collaborate to bring donor-advised fund capabilities and institutional-quality investment strategies together.
DAFs Are No Longer a Nice-to-Have. They’re a Proven Growth Engine.
New data shows that when DAFs are designed around advisors and embedded into the planning experience, they become something more: a durable growth engine. AssetMark’s recent DAF evolution offers a clear signal for wealth firms rethinking how philanthropy fits into their growth strategy.
TIFIN Give to Power Donor-Advised Fund Experience for Confluence Financial Partners
TIFIN Give announces a new partnership with Confluence Financial Partners to deliver a modern, advisor-led donor-advised fund platform that enhances philanthropic planning and multi-generational engagement.
Bridging the Final Mile in Philanthropy
Philanthropy has evolved. Grant payments haven’t. As DAFs scale, fixing the final mile is now essential to trust and impact.
TIFIN Give Partners with SEI to Deliver White-Labeled Donor- Advised Fund Solutions to Bank and Trust Clients
TIFIN Give’s partnership with SEI expands access to a modern, white-labeled donor-advised fund experience designed specifically for bank and trust organizations. By bringing charitable giving in-house, the solution helps firms retain assets, strengthen client relationships, and position philanthropy as a long-term growth strategy.
DAFs, Alternatives, and the Next Frontier of Advisor-Led Growth
Alternatives have captured the spotlight, but donor-advised funds are rapidly becoming one of the most powerful, underutilized growth tools in wealth management.
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer
TIFIN appoints Andrew Dahlinghaus as COO, adding deep regulatory and operational expertise to drive the company’s next stage of AI growth.
TIFIN and Chariot Partner to Transform Grant Payments
TIFIN Give partners with Chariot to deliver faster, safer DAF grant payments, enhancing transparency and reliability for nonprofits and donors.
Giving Tuesday 2025: Why Technology Should Enable Generosity, Not Replace It
Giving Tuesday highlights a simple truth: people want to give with purpose, not complexity. As DAFs grow and technology evolves, donors are looking for guidance, transparency, and tools that make generosity easier to act on.