TIFIN Wealth: Discover the New Era of Charitable Giving
October 12, 2022 | Denver, CO
As Charitable Giving rapidly evolves, a modern approach to DAFs can unlock growth opportunities for your firm.
Join TIFIN Wealth and NorthRock Partners for an exclusive reception to learn more about the latest trends and opportunities in charitable giving through digital Donor Advised Fund (DAF) technology.
- From client demand to tax advantages, hear why it makes sense for you to be at the center of their philanthropic and impact interests.
- Explore how digital philanthropic planning can set your practice apart and drive greater conversion and retention – including connecting with younger generations and thriving through The Great Wealth Transfer.
- Empower client giving by bringing philanthropic planning into the center of the advising relationship as values-based investing continues to rise in importance.
Del Frisco's Grille, Cherry Creek
100 St Paul Street, Denver, CO 80206
Wednesday, October 12, 2022
5:30 – 7:30 pm
Cocktails & heavy hors d'oeuvres to be served
About TIFIN Wealth
Using TIFIN Wealth you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients' needs and wants, and leverage intelligence to ensure you're servicing them as efficiently as possible. Experience a new era of wealth management.
Using TIFIN Wealth you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients' needs and wants, and leverage intelligence to ensure you're servicing them as efficiently as possible. Experience a new era of wealth management.
About TIFIN Give
TIFIN Give empowers advisors to grow their practice by engaging clients and prospects with a next-generation digital charitable giving platform. Give leverages the tax-efficiency of Donor Advised Funds (DAF) to maximize clients’ investment impact while building multi-generational relationships for the advisors we serve.