Give, a TIFIN Company

We don’t need more complicated charitable giving solutions. We need better ones. Give’s Single-Charity Funds aren’t reinventing giving. They’re filling a gap in a broken system—making it easier for high-net-worth clients to give meaningfully while managing required minimum distributions and tax burdens. Because the best solutions don’t force a trade-off. Read the press release: https://lnkd.in/gpnAGbnJ #financialadvisors #philanthropy #wealthmanagement #betterwealthoutcomes TIFIN Paul Lussow Cor Hoekstra Jeffrey Grossman Blake Rohde Katie Gervase Lynda Lee Vinay Nair Rob Pettman Tanya Bhasin Alex Paul Joni Jones White

$124 trillion is changing hands. Yet 72% of heirs leave their family’s advisor when they inherit. Family offices that aren’t modernizing their approach to philanthropy — and engaging the next generation — risk becoming part of that statistic. Discover how Give helps top family offices retain wealth across generations through strategic, tech-forward giving in our white paper, The Future of Family Office Philanthropy. Download the white paper: https://lnkd.in/gmxYEa4W

Tired of feeling captive to fixed investment menus? We collaborate with your team to develop a custom IPS to meet client investment goals. Learn more: https://hubs.li/Q03d7GNG0

In the digital age, security and privacy are increasingly important. Give ensures that philanthropy is as secure as it is impactful. We're SOC II compliant, adhering to the highest degree of security, processing integrity, confidentiality, and privacy of systems and data processed. Learn more about what sets us apart: https://hubs.li/Q03cz6Kk0

Last week, Brooke Juniper and Kristina Fox represented TIFIN at Nasdaq’s International Women’s Day event—where the conversations weren’t just about inclusion, but about action. The women in that room don’t wait for permission; they push boundaries, challenge the status quo, and redefine what’s possible. Thanks to Nasdaq, Rakia Reynolds, Janelle Delacruz-Guevarra, and Skai Blue Media for bringing together those driving change—every day, not just one day a year. #InternationalWomensDay #Nasdaq #NasdaqExchange #IWD #RiskTakersRuleBreakers #TIFIN #BetterWealthOutcomes Stacy Carter Jeannette Freedman Kuda Anna Steward Kristen W. Kaitlin Flesche Samantha Kozsey Davison Jenna K. Tanya Bhasin Bhavna Thakur Kinnari Thakker Katie Gervase Meng-Jen Lin

Give brings multiple charitable giving structures, including single-charity funds and donor-advised funds, into a single platform experience. The result? ?? Simplified strategic philanthropy ?? Strengthened client relationships ?? Aligned retirement and giving goals This guide highlights how: https://hubs.li/Q039R8Nx0 TIFIN Paul Lussow Blake Rohde Give, a TIFIN Company

Single-charity funds are a critical–yet underutilized–tool for advisors serving (U)HNW clients. So where do you start? 1. Identify clients nearing the age when RMD requirements hit (73) and discuss qualified charitable distribution eligibility. 2. Engage clients with strong, long-term commitments to a single nonprofit who may benefit from structured giving. 3. Educate clients on how single-charity funds complement donor-advised funds and other charitable vehicles. Want to learn more about using single-charity funds and donor-advised funds for client philanthropy? Let's chat: [email protected]. Paul Lussow Katie Gervase Blake Rohde Kellie Amaro Cor Hoekstra Lynda Lee

“AI won’t decide who moves forward—it will decide how they move forward,”?said Brian McDonald. “TIFIN is leading the charge in defining that path, and I’m here to shape that transformation alongside an incredible team.” We are thrilled to welcome Brian to TIFIN as Executive in Residence and to Give as Board Member!

I’ve been reflecting on my time at BISA 2025 - an incredible few days of conversations, connections, and industry insights. We are lucky to be in this industry. Here are a few key takeaways from my time at the conference this past week: * The power of face-to-face connections—nothing beats meeting with industry leaders, partners, and new contacts in person.? * The growing focus on AI and innovation—firms are eager to find real, actionable ways to drive growth and enhance client engagement. * Amazing speakers who shared valuable insights, from leadership lessons to industry trends, including tailoring approaches for different client segments—offering actionable takeaways. A big thank you to everyone who made time to meet and chat. If we didn’t get a chance to connect, let’s keep the conversation going—I’d love to hear what resonated most with you this past week! #financialinstitutions #AI #DAF Give, a TIFIN Company TIFIN AG John Olerio Rebecca Robinson, CPA, CFP Donna McNeely Tim B. Sease, CFP?, ChFC Jeannie Underwood-Kotner Brett Carmichael, MBA, CWS?Jon Zales Ken Hullings Samantha Kozsey Davison Julie Ballart Greg Alberti Cor Hoekstra Paul Lussow Katie Gervase Todd Cooper, CIMA

Not all charitable giving vehicles are built for every client. Donor-advised funds and private foundations each offer their own benefits and use cases. Yet neither is eligible for managing required minimum distributions (RMDs). That's where single-charity funds come in... This guide highlights how to use single-charity funds to optimize clients' charitable giving and tax liability. Discover more: tifingive.com