TIFIN Give

What makes TIFIN Give different from other technology partners? Our partners appreciate the flexibility we bring to create an experience that suits your firm's goals and clients' needs. This episode of WealthTech Today explores our strategic relationship with AssetMark to digitize charitable giving: https://hubs.li/Q02QhzzV0 Ezra Group, LLC Craig Iskowitz David McNatt, CFA Paul Lussow Lynda Lee Blake Rohde #Philanthropy #CharitableGiving #Technology #Partnership #WealthTechToday

You can thank–or blame–Spotify and Netflix for driving the personalization revolution. Personalization is no longer a nice-to-have, but rather an expectation of clients. In this webinar, Blake Rohde explores how modern giving technology delights the next generation of clients with an experience catered to each individual. Watch the full recording here: https://hubs.li/Q02SbWb00

AI equips non-experts with the ability to make informed decisions and feel confident in their giving, shares TIFIN Give?CEO Paul Lussow. Artificial intelligence was a central theme of this year's TIFIN Ideas Day. Is your firm ready to take the next step on your AI journey? Learn more about our AI-enabled DAF platform: https://hubs.li/Q02RL2LF0 Vinay Nair Rob Pettman April Rudin The Rudin Group Tanya Bhasin

Despite the philanthropic intent of many retirees, only 51% have discussed charitable giving with their financial advisor, and just 32% are aware they can donate appreciated assets such as stocks. Advisors who bridge this knowledge gap can deliver tax-smart giving strategies and strengthen client relationships. Read more in our latest blog post. https://hubs.li/Q02RzK7Q0

Community, Connection, Innovation. These themes were central to TIFIN Ideas Day 2024, shares TIFIN President & CRO Rob Pettman. TIFIN Ideas Day brought together industry experts to explore how AI transforms wealth management. Rob shares his insights on how we're solving real-world challenges by combining innovation and industry expertise for meaningful outcomes. Read more: Magnifi by TIFIN TIFIN AMP TIFIN AG Helix by HL TIFIN Wealth Sage TIFIN Give MyFi by TIFIN Tanya Bhasin Whitney Denison Paul Lussow

Are you attending Finlocity's BD Exec Forum? Swing by our Thursday session on Trends & Innovations in Philanthropy for an inside look at the evolving intersection of wealth management, charitable planning, and technology. Paul Lussow Blake Rohde Lynda Lee Rob Pettman Katie Gervase Ryan M. Todd Cooper, CIMA TIFIN AG

We’re excited to join Finlocity’s Q4 BD Executive Forum next week in San Antonio! Join our Thursday session on Trends and Innovations in Philanthropy, where our Chief Experience Officer will dive into how modern Donor-Advised Fund programs are surpassing client expectations in charitable planning. This event presents a valuable opportunity to exchange ideas with some of our industry's most forward-thinking leaders. Make sure to connect with Blake Rohde from TIFIN Give and Todd Cooper, CIMA from TIFIN AG at the forum. Paul Lussow Ryan M. Katie Gervase Lynda Lee TIFIN Rob Pettman Jeannette Freedman Kuda

78% of pre-retirees and retirees (ages 50-80) now say charitable giving plays a key role in their lives, per a new Fidelity report. As 4 million Baby Boomers turn 65 this year, wealth managers have an opportunity to integrate philanthropy into their retirement planning strategies. At TIFIN Give, we equip advisors with seamless, personalized charitable giving solutions to meet this growing client demand. Is your firm prepared to guide clients through this critical aspect of their financial journey? Visit TIFINgive.com to learn more.

Tonight, TIFIN's Rob Pettman, Lynda Lee, and Todd Cooper, CIMA are attending the Invest in Others Awards, recognizing the charitable impact of financial advisors nationwide. At TIFIN Give, we empower advisors to engage clients through meaningful, modern philanthropic planning. It’s inspiring to see these advisors leading the way and making a difference in their communities. We’re excited to see which organizations will be awarded IiO Grants tonight! Invest in Others Charitable Foundation TIFIN TIFIN AG TIFIN Give

Too frequently, advisors and their clients get caught up in the last-minute Giving Season scramble to donate before December 31. This guide walks you through the benefits of leveraging Donor-Advised Funds to plan ahead and avoid the year-end rush. Download it now: https://lnkd.in/gZF2Ydub #philanthropy #donoradvisedfunds #givingseason