Giving Tuesday Webinar: Trends & Opportunities in Charitable Planning

Alphabet letter wooden blocks with words GIVE in child and parents hands. Family and charity concept

Watch a replay of TIFIN Wealth’s Giving Tuesday webinar on trends & opportunities in charitable planning as panelists from Ingalls & Snyder, Wealthspire, and Aspiriant discuss how charitable giving is rapidly evolving.

Learn how wealth managers can leverage modern charitable giving technology to unlock growth opportunities for your firm, plus:

  • Why it makes sense for advisors to be at the center of their philanthropic and impact interests, whether due to client demand, tax advantages, and more.
  • How digital charitable planning can set your practice apart and drive greater conversion and retention – including connecting with younger generations and thriving through The Great Wealth Transfer.
  • How to empower client giving by bringing philanthropic planning into the center of the advising relationship, as values-based investing continues to rise in importance.


To learn more about a modern approach to charitable giving through TIFIN Give, book a demo today.

Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.

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