Why do our clients choose TIFIN Give as their digital philanthropy partner? Just ask David McNatt, CFA, Head of Wealth Solutions at AssetMark, who recently discussed our partnership WealthTech on Deck, sharing: "We really focused very much on providing a modern frictionless advisor and investor experience... Through TIFIN’s technology, we were able to fully automate the account opening process, completely enhance the grant making process bringing that down to being a matter of days versus weeks." Listen to the full podcast episode here: https://hubs.la/Q02GjP340 #wealthmanagement #fintech #philanthropy #charitablegiving #donoradvisedfunds Paul Lussow Craig Iskowitz Jeffrey Grossman Blake Rohde Lynda Lee
TIFIN Give
Financial Services
Boulder, Colorado 581 followers
Philanthropy Platforms of the Future
About us
TIFIN Give is an intelligent platform that empowers wealth management firms and employers to become an integral part of the charitable planning process.
- Website
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tifingive.com
External link for TIFIN Give
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Boulder, Colorado
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Giving, DAF, Philanthropy, fintech, family office, and private foundation
Locations
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Primary
Get directions
2400 Junction Pl
300
Boulder, Colorado 80301, US
Employees at TIFIN Give
Updates
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Our latest collaboration with Simple delves into how modern philanthropy technology can simplify and scale giving for family offices. Read the full article here: https://lnkd.in/gYhNb7Es
While philanthropy is a great way to unite families, its administrative burden on family offices "sucks the joy out of being generous." Giving through private foundations, donor-advised funds, and direct giving makes it challenging to measure basic impact - how much has been given and when - while maintaining compliance. Our latest insight with TIFIN Give delves into how modern philanthropy technology can simplify and scale giving for family offices, reducing the overall administrative burden. Read more here: https://hubs.la/Q02HMZ3K0 #FamilyOffice #WealthManagement #PrivateWealth #Philanthropy
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Join our August 1 webinar, Discover TIFIN Give: Modernizing Charitable Giving, for an inside look at how we are transforming philanthropic technology for advisors and their clients. Register below.
You're invited to an exclusive webinar, Discover TIFIN Give: Modernizing Charitable Giving, with Chief Experience Officer Blake Rohde. In this interactive discussion, you will: Experience TIFIN Give: Discover how TIFIN Give seamlessly integrates to enhance and streamline the charitable giving process. Explore Features: Uncover the powerful tools designed to make philanthropy management intuitive and efficient for both advisors and clients. Discover Advisor Benefits: Explore how TIFIN Give drives Next-Gen engagement, offers investment flexibility, and drives firm asset growth via a white-label experience. Gain Insights: Learn about the latest trends in modern philanthropy and understand how TIFIN Give can differentiate your firm’s offerings, making charitable giving a strategic part of financial planning. Ask Questions: Engage with our experts and get real-time answers to your questions about implementing TIFIN Give into your practice. Register now!
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TIFIN goes global! We're excited to share news of the launch of TIFIN India.
Today, TIFIN announces its international expansion with the launch of TIFIN India and a strategic investment from DSP Group, one of India’s oldest and most established financial services firms. The launch of TIFIN India represents an important milestone in TIFIN’s vision to take its expertise in both direct-to-consumer (DTC) and business-to-business (B2B) AI for wealth applications to global markets. The new venture includes MyFi by TIFIN, an AI assistant to help Indian investors achieve better wealth outcomes, as well as TIFIN India Enterprise focused on B2B AI applications. Read the full release - https://lnkd.in/e-vyZaZB #fintech #fintechnews #wealthmanagment #assetmanagment Vinay Nair Uttung Malkan Bhavna Thakur Kiran Nambiar Aditi Kothari Desai Anil Arora Tom Tinsley Rob Heyvaert Cathie Wood Glenn Hubbard Rob Pettman Ken Denman Ryan Hicke Sneha Sanghrajka Shah Jed Laskowitz George Gatch Jed Plafker Harshendu Bindal Blythe Masters Kunal Kapoor James Rhodes Erik Hirsch Griffith Norville Vincent Roux Michael Alexander
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group. | TIFIN
tifin.com
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You're invited to an exclusive webinar, Discover TIFIN Give: Modernizing Charitable Giving, with Chief Experience Officer Blake Rohde. In this interactive discussion, you will: Experience TIFIN Give: Discover how TIFIN Give seamlessly integrates to enhance and streamline the charitable giving process. Explore Features: Uncover the powerful tools designed to make philanthropy management intuitive and efficient for both advisors and clients. Discover Advisor Benefits: Explore how TIFIN Give drives Next-Gen engagement, offers investment flexibility, and drives firm asset growth via a white-label experience. Gain Insights: Learn about the latest trends in modern philanthropy and understand how TIFIN Give can differentiate your firm’s offerings, making charitable giving a strategic part of financial planning. Ask Questions: Engage with our experts and get real-time answers to your questions about implementing TIFIN Give into your practice. Register now!
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Attending Family Office Exchange's Family Office & Wealth Advisor Forum? Our team is on-site in Chicago and eager to connect with attendees. Be sure to stop by our table to learn more! #familyoffice #wealthmanagement #philanthropy Paul Lussow Blake Rohde Lynda Lee
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TIFIN Give reposted this
We are honored to announce our inclusion on CNBC’s The World’s Top Fintech Companies 2024 list. TIFIN is listed among 250 of the world’s top companies across wealth technology, payments, digital assets, and other categories. We are proud to be chosen from over 2,000 deserving companies that were under consideration. #fintech #fintechnews #wealthmanagement #wealthtech #ai Statista Vinay Nair Anil Arora Tom Tinsley Rob Heyvaert Cathie Wood Glenn Hubbard Rob Pettman Ken Denman Ryan Hicke Sneha Sanghrajka Shah Jed Laskowitz George Gatch Jed Plafker Harshendu Bindal Blythe Masters Kunal Kapoor James Rhodes Erik Hirsch Griffith Norville Vincent Roux Michael Alexander https://lnkd.in/eWJiERkz
TIFIN named as one of CNBC’s The World’s Top Fintech Companies 2024 | TIFIN
tifin.com
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TIFIN Give reposted this
Today, we announce a new strategic relationship with AssetMark, a leading wealth management platform that powers independent financial advisors and their clients. This collaboration will empower Assetmark-aligned advisors and their clients with a modern donor-advised fund (DAF) solution, designed to streamline the charitable giving process and enhance the impact of philanthropic and tax planning endeavors. Read the full release: https://lnkd.in/eq9vhNtt #fintech #fintechnews #financialadvisors #wealthmanagement Vinay Nair Rob Pettman Paul Lussow Cor Hoekstra Alex Paul Michael Kim David McNatt, CFA
TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients | TIFIN
tifin.com
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Looking to diversify your clients' philanthropic portfolios? Discover how alternative investments in donor-advised funds can enhance growth opportunities and maximize charitable impact, particularly given the growing popularity of DAFs as a charitable vehicle. TIFIN Give helps you seamlessly integrate Alts into your clients' philanthropic plans. Uncover the case for Alts in DAFs here:
Diversifying Giving: The Case for Alts in Donor-Advised Funds | TIFIN Give
tifingive.com
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Simplify complex philanthropy with TIFIN Give for Family Offices. Our platform streamlines the traditionally burdensome administration of multi-vehicle giving so that your team has more time to focus on client relationships and goals. Visit our website to learn more: tifingive.com #Philanthropy #FamilyOffice #PrivateFoundation #DonorAdvisedFund #WealthManagement #FinTech