The first DAF designed for growth

The most flexible, modern Donor-Advised Fund for wealth enterprises and their clients designed to retain assets, deepen client relationships, and power growth through philanthropy.

What is Give

Give is a technology-first philanthropy platform that helps advisors at wealth enterprises and broker-dealers, as well as asset managers, harness donor-advised funds to drive growth and deepen client relationships.

$90M

In 2024 there was over $90 million granted to charities

15K

Over 15,000 transactions processed for grants

$1T

DAF assets projected to exceed $1 trillion by 2030

Source: RSM, National Philanthropic Trust

What we do

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Modernize charitable giving

White-label, fully digital, multi-custody platform

Retain and grow assets

Keep charitable dollars in-house with flexible investments

Engage Next Gen

Multi-generational giving experiences that preserve relationships

Who we serve

One platform, four audiences, unlimited ways to grow through giving.

Wealth managers

Retain AUM, engage Next Gen, and deliver a modern DAF experience that deepens client relationships and strengthens your competitive edge.

Broker-dealers and custodians

DAF assets projected to exceed $1 trillion by 2030

Asset managers

Capture new inflows, retain assets, and strengthen RIA relationships with a branded DAF that aligns investment strategies with client values.

Workplace giving programs

Boost employee engagement and brand impact with corporate and personal giving accounts, payroll integration, and aggregated impact reporting.

What sets Give apart

Where giving meets growth – with tax intelligence, flexibility, and impact.

Tax intelligence

Sophisticated tax-gain harvesting that identifies optimal security contribution opportunities to maximize tax deductions, offset capital gains, and drive philanthropic impact.

Investment flexibility

Give empowers advisors with flexible investment options including multi-custody support, open investment menus, and access to alternatives. Firms can offer commingled investment pools or allow portfolios to remain advisor-managed, ensuring charitable dollars stay aligned with overall wealth strategies.

AI assistant

AI assistant

Using a conversational AI experience, donors using Give gain a more intuitive and engaging way to explore their philanthropic interests, learn about charitable causes, and take action directly within the platform. Donors can fund their DAF, grant to charity, and invite family members to participate in giving, all within a conversation AI experience unique to that family.

Community giving

Go beyond individual giving with Community Giving Campaigns that bring families, friends, and networks together to donate to a common cause. Campaigns amplify collective impact by inviting participation, sharing goals, and tracking outcomes in real time to make change happen faster.

Proof of impact

Firms served

TIFIN Give has partnered with firms to strengthen client relationships through value-aligned giving, while delivering a tax-efficient charitable vehicle that seamlessly enhances their broader wealth management strategies.

Experience Give today.

Questions?

How can financial advisors use Give to guide client philanthropy?

Yes, Give is designed for financial advisors, wealth managers, and estate planners to incorporate charitable giving into financial planning. The platform enables advisors to offer strategic philanthropy solutions, helping clients make tax-efficient, value-aligned donations.

What types of charitable giving options does Give support?

Give supports various charitable giving strategies, including Donor-Advised Funds (DAFs), direct donations, impact-driven giving, and tax-efficient charitable contributions. The platform ensures donations are optimized for both financial and philanthropic impact.

How does Give integrate with financial planning and wealth management platforms?

Give integrates seamlessly with wealth management tools, CRM systems, and financial planning software to provide a holistic view of client giving. These integrations allow financial professionals to incorporate philanthropy into broader financial planning, enhancing client relationships and long-term impact.

Investment advisory services offered through TIFIN Give, LLC, a registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

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