[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.
The Benefits of a Closed System: Why TIFIN AMP Prioritizes Control for Superior Results
The debate between closed and open systems has defined the trajectory of technological innovation for decades. Open systems, like Microsoft’s approach with Windows, allow external hardware manufacturers to integrate and adapt freely, fostering flexibility but also introducing variability and complexity. Closed systems, like Apple’s ecosystem, prioritize control over the entire experience—software, hardware, and user interface—to […]
AI Can Be an Organic Growth Engine in More Ways Than One
Todd Cooper explains how advisors can use AI to maximize their existing client base by expanding wallet share.
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.
The Smarter Planner Podcast
Explore how supervised AI helps wealth management firms uncover hidden growth opportunities.
AI Strategies for Banks to Drive Growth and Enhance Client Relationships
SEI’s Allie Carey shares insights into the world of banking and how AI is making a difference.
[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.