TIFIN Give, AssetMark to Create a Modern Donor-Advised Fund Platform
TIFIN Give, a modern philanthropy platform serving families, employees, and other cause-based communities, is thrilled to announce a new strategic relationship with AssetMark, a prominent wealth management platform provider. This collaboration will empower financial 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.
Under this arrangement, TIFIN Give's digital-first donor-advised fund technology will be integrated into the AssetMark platform, providing a seamless and efficient way for financial advisors and their clients to manage and optimize charitable contributions. This collaboration will provide AssetMark's network of financial advisors with an innovative tool to facilitate more effective philanthropic and tax planning across multiple generations of their clients and their families. AssetMark clients will have access to TIFIN Give's advanced DAF technology, which simplifies the process of setting up, managing, and distributing charitable donations, making it easier for individuals and organizations to support the causes they care about. Through seamless integration, AssetMark advisors can now incorporate philanthropy as an integral part of their client's overall financial and legacy plans.
"We are excited to partner with AssetMark, a leader in the wealth management industry, to bring TIFIN Give's digital-first donor-advised fund technology to their valued clients,” said Paul Lussow, Chief Executive Officer, TIFIN Give. “This relationship represents a significant step toward our shared mission of making philanthropy more accessible and impactful. Together, we will empower financial advisors and their clients to create positive change in the world."
"At AssetMark, we're committed to equipping our advisors with the best resources to serve their clients comprehensively," said David McNatt, EVP, Head of Investment Solutions at AssetMark. "This collaboration with TIFIN Give strengthens our offering by providing a modern and efficient DAF solution. By seamlessly integrating philanthropy into financial plans, advisors can empower their clients to achieve their financial goals while making a positive impact on the causes they care about."
This strategic relationship between TIFIN Give and AssetMark is set to revolutionize the way financial advisors and their clients approach philanthropy. By combining TIFIN Give's innovative technology with AssetMark's wealth management expertise, this collaboration will empower individuals and organizations to give back more effectively and make a lasting impact on the causes they hold dear.
The preceding press release was provided by a company unaffiliated with NonProfit PRO. The views expressed within do not directly reflect the thoughts or opinions of the staff of NonProfit PRO.
