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.
[WealthTech Today] Digitizing Philanthropy: AssetMark Launches Donor-Advised Funds via TIFIN Give with David McNatt
David McNatt, head of wealth solutions at AssetMark, joined the WealthTech on Deck podcast to discuss donor-advised fund technology, modernizing philanthropy, and partnering with TIFIN Give.
Diversifying Giving: The Case for Alts in Donor-Advised Funds
Guiding Your Clients in Charitable Planning with Alternative Investments As a financial advisor, helping your clients navigate their philanthropic goals is essential. Donor-advised funds (DAFs) have become a popular vehicle for charitable giving, offering flexibility, tax advantages, and a streamlined process for managing donations. While traditional investments like stocks, bonds, and mutual funds have long […]
[Family Wealth Report] Philanthropy Platform, AssetMark Partner Over DAF Solution
The alliance is an example of the kind of developments affecting donor-advised funds, a major conduit for philanthropy in the US.
The alliance between TIFIN Give and AssetMark is an example of developments affecting donor-advised funds, a major conduit for philanthropy in the US.
[Investment News] AssetMark and TIFIN Give forge DAF partnership
The integration partnership will help more AssetMark advisors weave philanthropy into their clients’ planning with TIFIN Give’s advanced technology.
[WealthManagement.com] AssetMark Announces Strategic Collaboration with TIFIN Give
The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give’s advanced DAF technology.
TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients
TIFIN Give, a modern philanthropy platform serving families, employees, and other cause-based communities, is thrilled to announce a new strategic relationship with AssetMark, a prominent wealth management platform provider. This collaboration will empower financial advisors and their clients with a modern donor-advised fund (DAF) solution.
TIFIN Give is Named a Finalist in the WealthManagement.com 2024 Industry Awards for Philanthropy
TIFIN Give, the technology-powered philanthropy partner for wealth enterprises, announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) for Philanthropy.
Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
The former LPL executive joins to lead the adoption of TIFIN’s AI-centric platforms at leading wealth enterprise firms Boulder, CO and New York, April 16th, 2024 – TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to […]
SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth OAKS, Pa., Feb. 21, 2024 – SEI® (NASDAQ:SEIC) today announced a strategic investment of $10 million in TIFIN, a leading innovation platform accelerating the adoption of artificial intelligence (AI) in wealth management. TIFIN’s pace of development and breadth of AI solutions—combined with SEI’s scale, technology, and distribution—will help […]