As the #LAFires continue to devastate the region, over 30,000 evacuees find themselves displaced. We launched a campaign to support @WCKitchen and provide fresh meals to families and first responders during this crisis. We invite you to join our efforts: https://t.co/NfbL59QSnf
Have you ever wondered why, when, or how to manage client giving most effectively?
Give's Knowledge Hub covers topics from the Future of Family Office Philanthropy to Managing Complex (Non-Cash) Philanthropy and much more.
Visit the Knowledge Hub today:
https://t.co/UszaedMiMD
Is your client selling a business or highly appreciated real estate?
These liquidity events represent more than a transaction. They're an opportunity chance to turn complexity into impact.
Read 'Leveraging Complex Assets in Donor-Advised Funds (DAFs)': https://t.co/4bolSGdpXS
Your clients are done digging up W-2s and 1099s — now’s the time to dig into missed opportunities, from deductions to appreciated assets.
Give can help you turn charitable giving into an active part of your wealth strategy — before next tax season.
Philanthropy shouldn’t stall because of paperwork.
With Give, launching a donor-advised fund is as seamless as sending an invite. No manual operations. No wet ink signatures. Just a streamlined, digital-first experience for you and your clients.
Tired of feeling captive to fixed investment menus?
We collaborate with your team to develop a custom IPS to meet client investment goals.
Learn more: https://t.co/xVUkaryNi5
In the digital age, security and privacy are increasingly important.
Give is SOC II compliant, ensuring that philanthropy is as secure as it is impactful.
Learn more about what sets us apart: https://t.co/sV2HU6bQJA
Give brings multiple charitable giving structures – including single-charity funds and donor-advised funds – into a single platform experience. The result?
👉 Simplified strategic philanthropy
👉 Strengthened client relationships
👉 Aligned retirement and giving goals
It takes a village to serve #UHNW families.
Give's team-centric #DAF platform ensures seamless collaboration so firms can deliver a high-touch #philanthropy experience without operational bottlenecks.
A recently released feature on the philanthropic planning platform @TIFINGive allows for those with donor-advised funds (DAFs) to encourage others to join them in supporting causes they care about.
#financialplanning#wealthmanagement#dafs
https://t.co/9qL5vUokel
Advisors have expressed difficulties managing RMDs while optimizing tax-efficient philanthropy. So we built a solution: single-charity funds now sit alongside donor-advised funds, in one streamlined platform.
https://t.co/tK6CCjreP1
Did you know that as an advisor, you can earn fees on philanthropic assets managed? Many advisors we talk to are surprised to discover they can earn fees on philanthropic AUM.
Discover how helping clients do good can be good for business: https://t.co/i2gSdXZNrY
As the #LAFires continue to devastate the region, over 30,000 evacuees find themselves displaced. We launched a campaign to support @WCKitchen and provide fresh meals to families and first responders during this crisis. We invite you to join our efforts: https://t.co/NfbL59QSnf
Don’t let outdated systems hold you back. With @TIFINGive, DAF transfers are simple, accounts are created in minutes, and administration is a breeze. Give your clients the modern experience they deserve.
Upgrade your DAF program today: https://t.co/zW7UvTG6f1
Philanthropy can – and should – be every advisor’s business. In this 1/22 webinar from @TIFINGive and @DaylightAdv will explore how technology and education empower advisors to confidently integrate philanthropy into their services.
Register here! https://t.co/oJlki5xmJZ
We take pride in being more than just another vendor; we see ourselves as a true philanthropic technology partner to wealth firms. The recent launch of our collaborative public campaign feature is one example of this commitment.
Read more in @finplan:
https://t.co/32SR1rYto3