ABOUT Louise by TIFIN “Louise is a modern charitable giving platform that empowers advisors and families to give, grow and grant in new ways. Louise utilizes personalized Donor Advised Funds to engage the entire family with giving aligned investing. Learn more at www.meetlouise.com. “
WHAT ARE THE INTEGRATION POINTS BETWEEN LOUISE BY TIFIN AND REDTAIL CRM?
This new integration allows Louise by TIFIN users to import their Redtail CRM contacts into their Louise account. Users have the option to import all Redtail contacts, or to handpick specific Tag Groups of contacts to include in the import process. Spouses and dependents of imported contacts will also be included during the import.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.