[Forbes] The Top Ways Technology Expands Access to Donor-Advised Funds
Technology has expanded access to donor-advised funds (DAFs) for a wider spectrum of donors—regardless of wealth or background—transforming giving experiences and how philanthropy operates.
[Think Advisor] New TIFIN Give Tools Let Clients Run Charity Donation Campaigns
TIFIN Give, a philanthropic planning platform, has introduced a service that helps donors create personalized public campaigns to encourage friends, families and communities to join them in supporting causes they care about.
Helping Clients Turn Thanksgiving Gratitude into a Giving Legacy
Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to foster multi-generational discussions about philanthropy, aligning family values with charitable strategies.
[Investment News] TIFIN Give rolls out industry-leading feature to amplify DAF-based giving
The donor-advised fund platform’s new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds
TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.
[Forbes] The 2024 Family Office Software Roundup
TIFIN Give is featured in the 2024 Family Office Software Roundup, as seen in Forbes.
Driving Multi-Generational Engagement and Retention Through Philanthropy
Advisors currently face the challenge of not only serving clients but also ensuring long-term acquisition and retention as wealth transfers across generations. One highly effective strategy to foster engagement and retention is through philanthropy. By incorporating charitable giving into wealth management, advisors can create deeper, multi-generational connections that resonate across families, fostering both loyalty and long-term engagement.
Redefining Retirement: How Advisors Can Support the Charitable Giving Goals of Today’s Retirees
As Baby Boomers enter retirement, their approach to charitable giving is transforming the philanthropic landscape. This trend reveals both an opportunity and a responsibility for financial advisors to provide guidance that aligns with their clients’ evolving priorities.
Get Ahead of Giving Season: The Benefits of Early Planning with Donor-Advised Funds
By encouraging clients to start planning before the Giving Season rush, financial advisors can leverage donor-advised funds and reduce stress before the holiday rush.
Get Ahead of Giving Season
Help clients reduce stress and leverage the advantages of donor-advised funds by planning before the holiday rush.