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 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 […]

Help Clients Create a Plan for Giving, Before Holiday Bells Start Ringing

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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 the end-of-the-year prep with clients to develop giving or philanthropic plans. In just a few weeks, we’ll all be overwhelmed by planning holiday vacations, toy shopping, or racing to pick-up […]

Growing Your Practice Through Modern Charitable Giving Strategies & Technologies

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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 […]

Supporting Client Philanthropy in Affluent Households

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Charitable giving continues to be a priority for affluent households, and we believe their financial advisors would be remiss to overlook its importance when it comes to deepening key client relationships.  The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, created in partnership by Bank of America and Indiana University Lilly […]