TIFIN Give and AssetMark Announce New Collaboration to Create A Modern Donor-Advised Fund Platform for Financial Advisors and Their Clients

BOULDER, Colo. and NEW YORK, June 18, 2024 ~ A new partnership has been formed between TIFIN Give and AssetMark, two prominent players in the financial industry. TIFIN Give, a modern philanthropy platform, and AssetMark, a wealth management platform provider, have joined forces to offer a streamlined donor-advised fund (DAF) solution for financial advisors and their clients.

This collaboration will integrate TIFIN Give's digital-first DAF technology into the AssetMark platform, providing a seamless and efficient way for financial advisors to manage charitable contributions on behalf of their clients. This innovative tool will enable advisors to incorporate philanthropy into their clients' overall financial and legacy plans, making it easier for them to support causes they care about.

Paul Lussow, Chief Executive Officer of TIFIN Give, expressed his excitement about the partnership, stating that it is a significant step towards their shared mission of making philanthropy more accessible and impactful. He believes that by working together with AssetMark, they can empower financial advisors and their clients to create positive change in the world.

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David McNatt, EVP and Head of Investment Solutions at AssetMark, also shared his enthusiasm for the collaboration. He stated that by integrating TIFIN Give's technology into their offering, they are equipping their advisors with the best resources to serve their clients comprehensively. This partnership will allow advisors to seamlessly incorporate philanthropy into their clients' financial plans while helping them achieve their goals.

The strategic relationship between TIFIN Give and AssetMark is set to revolutionize the way financial advisors approach philanthropy. By combining TIFIN Give's advanced 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.

For those interested in learning more about TIFIN Give's modern philanthropy platform or following updates on this partnership, please visit https://tifingive.com/ or follow them on LinkedIn. With this new collaboration, TIFIN Give and AssetMark are poised to make a significant impact in the world of philanthropy and financial planning.
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