The Preferred DAF for Multi-Family Offices
See what makes Give the preferred DAF provider for multi-family offices.
Podcast: A Conversation with GenWealth Financial Advisors
AI in Action: How GenWealth Financial Advisors uses AI to scale and strengthen client relationships
How Advisors Can Use Single-Charity Funds to Optimize Clients’ Charitable Giving
Guide to when advisors should introduce Single-Charity Funds in client conversations.
Before You Adopt AI: The 5 Due Diligence Questions Wealth Enterprises Can’t Ignore
Brooke Juniper’s latest piece lays out five critical AI due diligence questions wealth enterprises can’t afford to ignore. AI isn’t a black box. It either holds up under scrutiny—or it doesn’t.
Transition Private Foundations to Donor-Advised Funds
Transitioning from private foundations to donor-advised funds can be a strategic move for family offices supporting the philanthropic needs of UHNW clients.
The AI Advantage: How Asset Managers Are Transforming Wholesaler-Advisor Engagement
For asset managers, growth isn’t just about delivering exceptional investment products; it’s also about strengthening the relationships between wholesalers and advisors. By integrating artificial intelligence (AI), firms can optimize engagement strategies, improve efficiency, and deepen connections that drive better client outcomes. AI is transforming how wholesalers interact with advisors, providing data-driven insights that foster more […]
Bridging the Cross-Selling Gap in Banking
AI empowers banks to turn existing customers into wealth management clients.
[InvestmentNews] Give expands philanthropic planning support with single-charity fund option
From the Advisor’s Chair to the CPO’s Desk: How Technology is Transforming Wealth Management
Bridging the gap between advice and technology—how smarter tools are reshaping wealth management.
TIFIN Give Introduces Single-Charity Fund Functionality, Expanding Advisors’ Philanthropic Planning Capabilities
New addition enhances tax-efficient giving strategies for high-net-worth clients while augmenting traditional donor-advised funds.