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.
Brochure for Wealth Management
TIFIN Give for wealth management firms.
DAF-to-DAF Transfers Made Easy
Give makes DAF-to-DAF transfers hassle-free.
Tax Advantages of Donor-Advised Funds
Understand the tax advantages of donor-advised funds.
Ready to Upgrade Your DAF Provider Post-Giving Season?
During Giving Season’s period of high-volume charitable activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program. It may be time to transition to a modern DAF solution.
[Simple] Rethinking Philanthropy: The Role of Wealth Advisors and Technology in Meeting Modern Donor Expectations
[Financial Planning] TIFIN Give Feature Allows for Public DAF Campaigns
TIFIN Give’s recently released feature allows for public campaigns via donor-advised funds (DAFs) to encourage others to join donors in supporting causes they care about without using an external platform.
The Wealth Transfer $18 Trillion Philanthropy Opportunity
Approximately $18 trillion of the $124 trillion Great Wealth Transfer is expected to go to charity. To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform.
[Financial Advisor Magazine] The Wealth Transfer $18 Trillion Philanthropy Opportunity
To explore these trends and innovations, we spoke with Paul Lussow, CEO of TIFIN Give — a next-generation, digital charitable giving platform within the TIFIN ecosystem.
Enhancing Corporate Relationships Through Workplace Charitable Giving
Wealth managers serving corporate clients must consider innovative ways to strengthen relationships and differentiate their offerings. Charitable giving benefits offer a powerful way to achieve these goals.