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Sunday, July 21, 2024

TIFIN Give, AssetMark to Create Donor-Suggested Fund Platform



TIFIN Give, a contemporary philanthropy platform serving households, staff, and different cause-based communities, is thrilled to announce a brand new strategic relationship with AssetMark, a outstanding wealth administration platform supplier. This collaboration will empower monetary advisors and their shoppers with a contemporary donor-advised fund (DAF) resolution, designed to streamline the charitable giving course of and improve the impression of philanthropic and tax planning endeavors.

Beneath this association, TIFIN Give’s digital-first donor-advised fund know-how will likely be built-in into the AssetMark platform, offering a seamless and environment friendly method for monetary advisors and their shoppers to handle and optimize charitable contributions. This collaboration will present AssetMark’s community of economic advisors with an modern software to facilitate more practical philanthropic and tax planning throughout a number of generations of their shoppers and their households. AssetMark shoppers can have entry to TIFIN Give’s superior DAF know-how, which simplifies the method of establishing, managing, and distributing charitable donations, making it simpler for people and organizations to help the causes they care about. By way of seamless integration, AssetMark advisors can now incorporate philanthropy as an integral a part of their consumer’s total monetary and legacy plans.

“We’re excited to companion with AssetMark, a frontrunner within the wealth administration trade, to convey TIFIN Give’s digital-first donor-advised fund know-how to their valued shoppers,” stated Paul Lussow, Chief Government Officer, TIFIN Give. “This relationship represents a big step towards our shared mission of constructing philanthropy extra accessible and impactful. Collectively, we are going to empower monetary advisors and their shoppers to create optimistic change on the earth.”

“At AssetMark, we’re dedicated to equipping our advisors with the most effective sources to serve their shoppers comprehensively,” stated David McNatt, EVP, Head of Funding Options at AssetMark. “This collaboration with TIFIN Give strengthens our providing by offering a contemporary and environment friendly DAF resolution. By seamlessly integrating philanthropy into monetary plans, advisors can empower their shoppers to attain their monetary objectives whereas making a optimistic impression on the causes they care about.”

This strategic relationship between TIFIN Give and AssetMark is about to revolutionize the best way monetary advisors and their shoppers method philanthropy. By combining TIFIN Give’s modern know-how with AssetMark’s wealth administration experience, this collaboration will empower people and organizations to offer again extra successfully and make a long-lasting impression on the causes they maintain pricey.

Supply: TIFIN Give

The previous press launch was supplied by an organization unaffiliated with NonProfit PRO. The views expressed inside don’t instantly mirror the ideas or opinions of the employees of NonProfit PRO.



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