Alera Group Partners with Give, a TIFIN platform, to Launch White-Labeled Donor-Advised Fund Platform for Clients
Alera Group partners with TIFIN Give to launch a white-labeled donor-advised fund platform, combining AI-driven philanthropy with wealth management to help clients give with intent and advisors deliver a seamless digital giving experience.
Turning Philanthropy into a Strategic Advantage
Philanthropy is no longer a side conversation. It’s a growth strategy. As wealth managers face fee compression and rising expectations, branded donor-advised funds (DAFs) are helping firms align purpose with performance, retain assets, and create multi-generational loyalty.
TIFIN Give Launches “Louise”— The AI platform for philanthropy
TIFIN Give introduces Louise, an AI assistant that makes philanthropy personal again — helping donors discover charities, execute grants, and manage family giving through one intelligent, conversational platform.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.
Podcast: How Philanthropy is Powering the Future of Growth
Philanthropy isn’t just generosity — it’s strategy. In this DAF Day discussion, Paul Lussow and Rob Kaufold explore how donor-advised funds (DAFs) are helping advisors and families align wealth with purpose.From legacy and stewardship to multi-generational engagement, they share how giving can be a catalyst for both impact and growth.
Philanthropy as a Growth Engine: Why Wealth Firms Need a Branded DAF
Wealth firms face mounting pressure to grow organically and retain client loyalty. A donor advised fund for firm strategy keeps charitable assets in-house, builds multi-generational connections, and extends the firm’s brand into philanthropy—turning giving into a true growth engine.
TIFIN Named Finalist in Three Categories for ThinkAdvisor 2025 Luminaries Awards
We’re proud to share that three of TIFIN’s businesses—TIFIN AG, TIFIN AMP, and TIFIN Give—have been named finalists in this year’s ThinkAdvisor Luminaries Awards, recognizing innovation and impact in wealth management.
Rethinking the Giving Season: Why Strategic Philanthropy Is Year-Round
Generosity isn’t seasonal. By making philanthropy a year-round strategy, advisors can unlock better tax outcomes, deepen client relationships, and sustain nonprofit impact.
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.