Modern Philanthropy as a Strategic Advantage
How modern philanthropic tools like donor-advised funds are helping advisory firms deepen client relationships, engage multi-generational families, and turn charitable giving into a strategic advantage.
How modern philanthropic tools like donor-advised funds are helping advisory firms deepen client relationships, engage multi-generational families, and turn charitable giving into a strategic advantage.
Philanthropy is no longer just a year-end tax conversation.
In this episode of Tech It Up, Susan McClure and Eric Hewitt of SS&C ALPS Advisors join Blake Rohde of TIFIN Give to explore how modern donor-advised fund infrastructure is transforming the role philanthropy plays in wealth management. The conversation covers how technology is making charitable planning more collaborative, digital, and year-round, helping advisors strengthen relationships, support family legacy conversations, and differentiate their firms.
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