TIFIN Give

TIFIN Give is excited to announce the launch of a novel feature that enables donors to create public campaigns and drive community engagement from a unified platform. Built for wealth enterprises, this feature allows donors to leverage their DAFs to mobilize friends, families, and communities to join them in contributing to the causes they care most about. Read the press release below: Vinay Nair Paul Lussow Alex Paul Cor Hoekstra Rob Pettman Stacy Carter Tanya Bhasin Jeffrey Grossman Katie Gervase Blake Rohde TIFIN #wealthmanagement #philanthropy #donoradvisedfund

AssetMark Charitable's donor-advised fund is an easy-to-use solution that helps you align clients' philanthropic plans with their broader financial portfolio. Meet with a DAF specialist to get started today: https://lnkd.in/gFeWwNjN

New Tifin Give Tools Let Clients Run Charity Donation Campaigns

We're reshaping philanthropy through innovation. Will your firm join us? TIFIN Give's donor-advised fund platform, available exclusively through wealth enterprises, empowers donors to bring their communities into the giving experience. The result? Mobilizing charitable assets at scale. Learn more here: https://hubs.li/Q02YYJQc0 Paul Lussow Cor Hoekstra Lynda Lee Blake Rohde Jeffrey Grossman Katie Gervase Jake Sheets

Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to turn multi-generational discussions about philanthropy into actionable charitable strategies. This article covers how advisors can approach: 1?? Starting the Conversation 2?? Enhancing Multi-Generational Giving 3?? Transforming Collective Impact Give it a read: https://hubs.li/Q02YYhz10

Advisors, are you leveraging philanthropy to deepen client relationships? With $84 trillion set to transfer to the next generation, now is the time to embrace multi-generational philanthropy. Learn how donor-advised funds (DAFs) can help you retain assets, engage heirs, and foster meaningful impact. Dive deeper with learnings from this article: #WealthTransfer #AdvisorSuccess #Philanthropy #DAF

We're grateful to be featured as a key provider in Simple's 2024 Family Office Software Roundup in Forbes, alongside other innovative companies in the family office and wealth management space. TIFIN Give enhances the traditional donor-advised fund and other charitable funds with a fully-digital platform that places wealth enterprises – including wealth managers, asset managers, WealthTech, and family offices – at the center of their client’s philanthropic needs.

We’re delighted that Lynda Lee, Vice President of Enterprise Sales, will participate in Beacon Strategies, LLC ROUNDTABLE, an invite-only gathering of industry leaders from November 13-15. Together, we’ll explore how wealth enterprises can deepen their impact through strategic charitable planning. TIFIN Give empowers wealth managers to seamlessly integrate charitable giving into client portfolios via a modern, digital-first donor-advised fund solution. As we share case studies and innovative solutions in an intimate, collaborative setting, we look to unlock even greater value for enterprises and their clients. Looking forward to impactful conversations and future partnerships! #charitablegiving #wealthmanagement #philanthropy Chip Kispert Todd Cooper, CIMA Cor Hoekstra

Don’t wait until December; it’s already Giving Season! Help clients with their charitable planning with #AssetMark Charitable Donor-Advised Funds, powered by TIFIN Give. Your clients contribute cash or appreciated assets for an immediate tax deduction, avoid capital gains taxes on donated assets, and invest their #DAF funds tax-free. Consult with a DAF specialist today: https://bit.ly/4ewq53b #DonorAdvisedFunds

Advisors: 78% of pre-retirees and retirees state that charitable giving plays a significant role in their lives. How does your practice align with clients' evolving priorities? The article below breaks down what these trends mean, why they matter, and what advisors should focus on to support their clients. William Hortz Paul Lussow Cor Hoekstra Katie Gervase Tanya Bhasin