Subscribe to our Blog

image of hands

Growing Your Practice Through Modern Charitable Giving Strategies & Technologies

Donor-advised funds are the fastest-growing philanthropic vehicle in the US*, with accounts exceeding 1 million. Even as interest in charitable giving grows, a gap remains between the clients who seek the charitable and tax benefits of giving and the in-house capabilities of the financial advisors they trust.

With the advent of digital DAF solutions into the philanthropic space, it is easier – and more important than ever –  for financial advisors to lead the charitable giving conversation.

In this webinar replay, TIFIN Give and Ronald Blue Trust share how advisors can:

  • Help clients understand the strategic benefits and tax advantages of Donor Advised Funds versus other charitable vehicles, and include their families in the process.
  • Learn how digital philanthropic planning can set your practice apart and drive greater prospect conversion and client retention.
  • Empower client giving by bringing philanthropic planning into the center of the advising relationship.

To learn more about delivering no-minimum DAFs to your clients, schedule a demo.



Related Posts

This blog is sponsored by TIFIN Grow LLC. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisor before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of TIFIN Grow LLC. As a technology company, TIFIN Grow LLC provides access to tools and will be compensated for providing such access. TIFIN Grow LLC does not provide broker-dealer, custodial or other related investment services. TIFIN Grow LLC receives compensation for all search results marked “sponsored.”