Leverage the Power of Charitable Giving
Sprung from the confluence of wealth management and philanthropy, TIFIN Give empowers advisors to grow their practices by engaging clients in a digital charitable giving platform.
Leverage the Power of Charitable Giving
Sprung from the confluence of wealth management and philanthropy, TIFIN Give empowers advisors to grow their practices by engaging clients in a digital charitable giving platform.
Meet TIFIN Give
TIFIN Give empowers advisors to grow their practice by engaging clients and prospects with a next-generation digital charitable giving platform. Give leverages the tax-efficiency of Donor Advised Funds (DAF) to help maximize clients’ investment impact while building multi-generational relationships for the advisors we serve.
In 2020, 88.1% of affluent households gave to charity 1
As more people incorporate philanthropy into their financial planning, there is an increasing demand for advisors experienced in offering charitable planning services.
Did You Know?
After a spouse, financial advisors are considered the most valuable source for information on philanthropy.2
Donor Advised Funds are the fastest growing philanthropic vehicle in the U.S., yet less than 50% of High Net Worth donors currently utilize a tax efficient vehicle.3
Charitable Planning has Become a Key Differentiator for Successful Advisors.
A 2021 survey4 on the RIA industry found that the firms that incorporated charitable giving into their practice had:
Organic growth of their practice
Why Advisors Use TIFIN Give
With TIFIN Give, philanthropy becomes a core pillar of financial planning and investment strategy. Advisors grow their practices by accelerating prospecting with high net worth households, deepening existing client relationships and developing new relationships with multi-generational heirs.
Give clients access to the unique tax benefits of Donor Advised Funds (DAF).
Build direct relationships with client’s heirs, positioning advisors as a trusted resource before generational wealth transfers occur.
Provide clients with investment portfolios aligned with their philanthropic initiatives and family giving behavior through algorithmic thematic tilts.
Why Families Use TIFIN Give
Families utilize TIFIN Give to seamlessly collaborate across multiple generations to impact the social causes they care about the most.
Leverage intuitive technology to search and discover giving opportunities with over 1.5 million charities.
Send grants with just a click inside the app, not through multiple sites and channels.
Align investments with strongly held values through an intelligent algorithmic based search engine.
Build a legacy, empower the entire family to be involved and instill the next-generation of heirs to be responsible stewards of family capital.
Raise money for important causes directly on the platform.
Benefits of Donor Advised Funds5
Clients are eligible to receive an immediate tax deduction on their investment amount.
Clients grow the investment amount tax free, maximizing their ability to impact the charities they choose.
Simplify organization, administration, transparency and accountability for charitable dollars.
Reach international charities and NGOs while still receiving a federal tax credit.
Develop a philanthropic vision and philosophy and create a charitable legacy.
Leverage the Power of Charitable Giving
Related Content
Leverage the Power of Charitable Giving
Grow your practice by engaging clients and prospects through digital charitable giving.
Giving Tuesday Webinar: Trends & Opportunities in Charitable Planning
Watch a replay of TIFIN Wealth’s Giving Tuesday webinar on trends & opportunities in charitable planning as panelists from Ingalls & Snyder, Wealthspire, and Aspiriant
Help Clients Create a Plan for Giving, Before Holiday Bells Start Ringing
It’s coming sooner than you think, the hustle and bustle of the holidays. Advisors risk a missed opportunity for quality engagement if they wait until
1 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
2U.S. Trust Study of The Philanthropic Conversation – 2018 Full Report
3National Philanthropic Trust, DAF Report 2020
4 Fidelity Charitable. Quoted statistics refer to median assets
5 Information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice
6 For assets held over a year
