DAFs Are No Longer a Nice-to-Have. They’re a Proven Growth Engine.
New data shows that when DAFs are designed around advisors and embedded into the planning experience, they become something more: a durable growth engine. AssetMark’s recent DAF evolution offers a clear signal for wealth firms rethinking how philanthropy fits into their growth strategy.
TIFIN Give to Power Donor-Advised Fund Experience for Confluence Financial Partners
TIFIN Give announces a new partnership with Confluence Financial Partners to deliver a modern, advisor-led donor-advised fund platform that enhances philanthropic planning and multi-generational engagement.
Bridging the Final Mile in Philanthropy
Philanthropy has evolved. Grant payments haven’t. As DAFs scale, fixing the final mile is now essential to trust and impact.
TIFIN Give Partners with SEI to Deliver White-Labeled Donor- Advised Fund Solutions to Bank and Trust Clients
TIFIN Give’s partnership with SEI expands access to a modern, white-labeled donor-advised fund experience designed specifically for bank and trust organizations. By bringing charitable giving in-house, the solution helps firms retain assets, strengthen client relationships, and position philanthropy as a long-term growth strategy.
DAFs, Alternatives, and the Next Frontier of Advisor-Led Growth
Alternatives have captured the spotlight, but donor-advised funds are rapidly becoming one of the most powerful, underutilized growth tools in wealth management.
Giving Tuesday 2025: Why Technology Should Enable Generosity, Not Replace It
Giving Tuesday highlights a simple truth: people want to give with purpose, not complexity. As DAFs grow and technology evolves, donors are looking for guidance, transparency, and tools that make generosity easier to act on.
Turning Philanthropy into a Strategic Advantage
Philanthropy is no longer a side conversation. It’s a growth strategy. As wealth managers face fee compression and rising expectations, branded donor-advised funds (DAFs) are helping firms align purpose with performance, retain assets, and create multi-generational loyalty.
The Strategic Power of a Firm-Branded DAF in an M&A World
In a consolidating market, philanthropy drives growth. A firm-branded DAF anchors assets, strengthens relationships, and differentiates your brand.
Podcast: How Philanthropy is Powering the Future of Growth
Philanthropy isn’t just generosity — it’s strategy. In this DAF Day discussion, Paul Lussow and Rob Kaufold explore how donor-advised funds (DAFs) are helping advisors and families align wealth with purpose.From legacy and stewardship to multi-generational engagement, they share how giving can be a catalyst for both impact and growth.
Rethinking the Giving Season: Why Strategic Philanthropy Is Year-Round
Generosity isn’t seasonal. By making philanthropy a year-round strategy, advisors can unlock better tax outcomes, deepen client relationships, and sustain nonprofit impact.