This content was originally published as part of SS&C Black Diamond Wealth Solutions' Tech It Up podcast and is republished here with attribution.
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.
Source: Conner, J. & Berry, T. (Hosts). (2026, March 20). Modern Philanthropy as a Strategic Advantage (No.
66) [Audio podcast episode]. Tech It Up. SS&C Black Diamond. https://www.sscblackdiamond.com/discover/podcast/modern-philanthropy-as-a-strategic-advantage/