Alera Group partners with Give, a TIFIN platform, to launch white-labeled Donor-Advised Fund platform for clients. Enhanced partnership expands Alera Group's wealth capabilities with a digital-first approach to philanthropy. DEERFIELD, Ill.-(BUSINESS WIRE)-Alera Group, a top national insurance and financial services firm, today announced a partnership with Give, a leading digital philanthropy platform within the TIFIN ecosystem, to launch a modern white-labeled Donor-Advised Fund (DAF) platform for Alera Group's advisors and clients. The new Alera Charitable offering integrates charitable giving seamlessly into the firm's growing wealth management and retirement planning capabilities. "As we continue to scale our wealth offering at Alera Group, we're committed to providing the tools and capabilities today's high-net-worth clients expect from a modern advisory experience," - Mike Moss, Platform Leader, Wealth Services, Alera Group. Share The new DAF will be the flagship charitable giving vehicle offered through Alera Group Wealth Services, representing a strategic milestone in the expansion of the firm's comprehensive wealth platform. The Give platform, which processed over $90 million in charitable grants and more than 15,000 transactions in 2024, enables Alera Group advisors to deliver a personalized, modern donor-advised experience. Advisors enable clients to seamlessly contribute, invest, and grant to the causes they care about, all within one intuitive, advisor-led interface. "We're proud to partner with Alera Group to make philanthropy more accessible, personal, and integrated," said Paul Lussow, CEO of Give. "Our mission at TIFIN Give is to integrate purpose into financial decisions enabling financial institutions to align capital with impact. This partnership reflects that vision." "As we continue to scale our wealth offering at Alera Group, we're committed to providing the tools and capabilities today's high-net-worth clients expect from a modern advisory experience," added Mike Moss, Platform Leader, Wealth Services at Alera Group, Inc. "Philanthropy is an essential part of that evolution. Partnering with Give enables us to deliver a digital donor-advised fund that's flexible, tax-smart, and aligned with how clients want to give and invest with purpose." * A unified digital experience that simplifies charitable giving for advisors and clients. * Robust asset management solutions through the Alera Group Wealth TAMP, with multi-custody flexibility and accessible minimums. * Tax-optimized planning tools that integrate philanthropy into holistic wealth strategies. * A modern, white-labeled client interface reflecting Alera Group's brand and values. The platform's launch comes ahead of Giving Tuesday on December 2, underscoring both organizations' commitment to helping clients make a greater impact through intentional, well-planned generosity. Building on Alera Group's 2024 integration of TIFIN @Work, this latest initiative highlights the continued leadership in adopting innovative AI solutions that elevate wealth experiences. About Alera Group Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group's team of more than 4,600 colleagues offer unique solutions, personalized service and proactive insights to help ensure each client's business and personal success. Give, a TIFIN company, is a digital donor-advised fund (DAF) platform that enables wealth firms to grow assets and strengthen relationships through modern philanthropy. By engaging the next generation, offering unmatched investment flexibility, and integrating tax-efficient strategies, TIFIN Give turns charitable giving into a strategic lever for client retention, acquisition, and expansion. The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give, TIFIN IP, and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others. Media Contacts Joe Steuter Intention.ly on behalf of Alera Group [email protected] 402.380.1093 Tanya Bhasin TIFIN [email protected] 408.332.1750 More News From Alera Group DEERFIELD, Ill.-( BUSINESS WIRE )-Overland Park-based advisor Adam Bettis joins Alera Group's expanding network of affiliated wealth and retirement plan professionals... DEERFIELD, Ill.-( BUSINESS WIRE )-Alera Group, a leading national insurance and financial services firm, announced today it is expanding its Mid-Atlantic footprint with the acquisition of West Chester-based Trinity Advisors Group (TAG), a retirement plan consulting firm. For nearly two decades, TAG has delivered qualified retirement-plan consulting to corporate clients across Greater Philadelphia. The firm is led by founder Michael McCabe, who established the company in 2006 and has been consis... DEERFIELD, Ill.-( BUSINESS WIRE )-Alera Group accelerates growth in Wealth Management and Retirement Plan Divisions...

Oregon Health Care Association expands partnership with Alera Group and Propel Insurance to deliver comprehensive Employee Benefits and risk solutions. News provided by. PORTLAND, Ore., Oct. 15, 2025 /PRNewswire/ - Oregon Health Care Association (OHCA) has endorsed Alera Group as its Employee Benefits partner, complementing OHCA's existing endorsement of Propel Insurance, an Alera Group Company, for Property and Casualty insurance. Together, Alera Group and Propel Insurance will provide OHCA members with coordinated benefits and risk solutions designed specifically for senior care organizations. OHCA has advanced high-quality long-term care in Oregon for more than 75 years through education and effective advocacy for its members and the residents they serve. "The demand for long-term care is growing in Oregon. OHCA's members need high-quality services and solutions for their operations, particularly to help support and retain their valuable employees," said OHCA CEO Phil Bentley. "Our friends at Alera Group have demonstrated their commitment to long-term care in Oregon, and we are pleased to be partnering with them." Alera Group and Propel Insurance bring senior care specialization and national scale to OHCA members. Alera Group's Employee Benefits experts partner with providers to design strategies that improve workforce retention, control costs, and strengthen employee experience. Together with Propel Insurance's risk and claims professionals, the combined team supports more than 300 providers nationwide with solutions tailored to the unique demands of senior care. Leaders from across Alera Group emphasized the value of the dual endorsement: * "OHCA's endorsement reflects the trust we've earned by delivering measurable solutions to employers across the region," said John Davidson, Enterprise Sales Executive, Alera Group. "From advanced healthcare strategies to innovative benefits design, we're proud to bring national expertise to local challenges." * "Operating in senior care is uniquely demanding," said Brandon Adams, Regional Director, Propel Insurance. "Our coordinated approach gives OHCA members one team, clear accountability, and data-driven guidance across benefits and risk." * "We are honored to serve as OHCA's endorsed partners for both Employee Benefits and Property and Casualty," said Brenda Bassett, Employee Benefits Practice Leader, Alera Group Northwest. "Supporting those who care for seniors is a responsibility we take to heart. By bringing local, trusted, and compassionate solutions to this essential industry, we help organizations strengthen retention, manage costs, and stay focused on what matters most: resident care." Alera Group and Propel Insurance are committed to helping OHCA members tackle workforce retention, rising benefit costs, and evolving risks. This dual endorsement gives providers a trusted partner for both Employee Benefits and Property and Casualty, with resources, insights, and ongoing support designed for the senior care community. About Oregon Health Care Association (OHCA) OHCA promotes high-quality long-term care and services through professional development and effective advocacy that shapes public and private policy in Oregon. For more information, visit ohca.com and follow on LinkedIn. About Alera Group Alera Group is an independent financial services firm with more than $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group's team of more than 4,600 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client's business and personal success. For more information, visit aleragroup.com and follow Wrightcb on LinkedIn. About Propel Insurance Propel Insurance, an Alera Group Company, is one of the nation's leading insurance brokers with a significant senior-care platform serving more than 300 providers across the country through specialized advisors, clinicians, risk consultants, and claims advocates. For more information, visit propelinsurance.com and follow on LinkedIn. SOURCE Alera Group