[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.
Supporting a Maturing Family Giving Program
Learn how TIFIN Give supports the needs of a maturing family giving program.
Avoiding The Year-End Scramble
“Our end-of-year scramble was eliminated with TIFIN Give. We were able to plan and execute gifts earlier in the year, ensuring nothing was missed and all tracking was automated.”
Simplify and Scale Family Office Giving
This article explores family offices’ challenges in charitable planning and how innovative solutions can simplify and enhance their experience.