Charitable Giving for Wealth Enterprises
TIFIN Wealth is redefining charitable giving through AI-powered personalization and family engagement. TIFIN Wealth Charitable Giving empowers wealth enterprises to grow their practices by engaging clients and prospects with a multi-generational digital charitable giving platform.
As more investors incorporate philanthropy into their financial plans, there is an increasing demand for advisors offering charitable planning services.
Deepen client relationships
and retention by bringing philanthropy into the advising experience. Advisors play a pivotal role in helping families create, plan and manage their multi-generational giving through DAFs.
Engage and educate families
Improve digital offering
with an end-to-end giving solution that aligns client investment portfolios with their philanthropic initiatives through algorithmic thematic tilts.
Enterprise wealth firms use TIFIN Wealth Charitable Giving to make philanthropy a pillar of their financial planning and investment strategies.
Their network of advisors grow their practices by accelerating prospecting with high-net-worth households, deepening existing client relationships and developing new relationships with multi-generational heirs.