Tax Advantages of Donor-Advised Funds
Donor-advised funds offer powerful tax benefits alongside charitable impact. From offsetting windfalls to donating non-cash assets and growing tax-free, DAFs give donors flexibility to maximize both their giving and their tax advantages.
Ready to Upgrade Your DAF Provider Post-Giving Season?
During Giving Season’s period of high-volume charitable activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program. It may be time to transition to a modern DAF solution.
Podcast: A Look Behind the AI Curtain
Explore how AI in wealth management software is transforming advisor-client relationships and driving better financial outcomes.
[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.