By ET Bureau - May 31, 2023 2 Mins Read
TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue Trust. The two firms are launching BlueGive, a digital donor-advised fund (DAF) platform, to help facilitate the charitable giving of the firm’s clients. This launch builds on an existing AI-centric relationship that sees TIFIN Wealth working with Ronald Blue Trust to unlock new and accelerate existing growth opportunities through machine learning and data science.
BlueGive is a digital charitable giving platform that empowers Ronald Blue Trust advisors to offer a cutting-edge DAF program to clients and their families. The platform enables unique multi-generational giving, a slate of approved investment models, a network of over 1.5 million charities and churches, and a contribution minimum of just $50. The technology was built on TIFIN Wealth’s giving platform and customized to Ronald Blue Trust’s clients’ unique financial and giving needs.
Also Read: 7 Core ERP Features for Every Enterprise
“We’re thrilled to launch BlueGive to help families of faith steward their wealth through a next-gen charitable giving experience,” says Nick Stonestreet, Chief Executive Officer, Ronald Blue Trust. “TIFIN has been an incredible partner who listens, adapts, and delivers using innovative technology and unparalleled service and we are grateful for the ability to better serve our clients’ most ambitious giving goals with this technology.”
Ronald Blue Trust advisors can now embed themselves at the center of their client’s philanthropic initiatives through the creation of a family giving fund. Advisors play a pivotal role in helping families meet their giving goals by allowing clients to invite family members to the platform through BlueGive’s multi-generational experience. Family members are allocated funds to grant to the charities and causes that interest them in just a few clicks.
“The launch of BlueGive is an exciting milestone for TIFIN Wealth’s charitable giving capabilities,” says Cor Hoekstra, Chief Revenue Officer, TIFIN Wealth. “This opportunity allowed us to customize our intelligent DAF platform to the unique needs of a large network with a distinct biblically-based approach to wealth management. We are fortunate to have great partners in Nick and his team and look forward to further expanding this partnership.”
The platform covers e entire enterprise technology space- including emerging technologies like RPA, AI, cloud, automation, and the entire gamut of digital transformation tools, strategies and management decisions.
A Peer Knowledge Resource – By the CXO, For the CXO.
Expert inputs on challenges, triumphs and innovative solutions from corporate Movers and Shakers in global Leadership space to add value to business decision making.Media@EnterpriseTalk.com