Give simplifies family giving.
As family giving evolves, so do the complexities – more people involved, more ways to give, more compliance and tracking rules. Give tames this by streamlining multiple types of charitable giving–including private foundations.
Organize, plan, and execute all family gifts and IRS compliance in a single portal.
Features made for you
Millennials and Gen Z will inherit an estimated $124 trillion through 2045. Give’s Family Engagement functionality brings the next generation into the fold of giving, helping you to cultivate relationships with client heirs and retain them upon legacy transfers.
With multi-custodial advisor-managed account options, your office can manage investments without feeling captive to a fixed menu of options. Give can collaborate with your team to develop a custom IPS based on family desires.
Manage complex asset contributions in a fraction of the time of other DAF providers. Whether your client wishes to grant real estate, shares or crypto, Give can easily liquidate complex gifts.
Due diligence and research support right in the platform.
Enable timely, accurate tax documentation, simplify IRS compliance and help donors get their deductions.
One portal and one process for all types of charitable giving.
Give offers one portal and one process for many types of charitable giving. Automate planning, payments, tracking, and compliance for any gift type, saving time and reducing complexity. Manage donor-advised funds (DAFs), single-charity funds, cash gifts, and more from a single, streamlined, easy-to-use platform.
Experience the DAF platform that looks and feels like your firm. Give can easily white-label the platform to offer a seamless client experience with the brand they know and trust.
TIFIN Give automates the full grant lifecycle, providing real-time updates at every milestone. Teams are updated, key tasks are tracked, payments are scheduled and disbursed, and records are organized and retained for tax time—automatically.
Support the family office team
Provide the family office team, partners and advisors with full visibility across clients and charitable activity with Give’s Advisor View. Facilitate better collaboration at every stage of the giving process, bringing everyone together to achieve every charitable goal.
Advanced tracking of pledges
Create flexible multi-year or multi-payment grant commitments and gain real-time visibility into pledge status, goals, impact, and balances. Effortlessly track and optimize future payments to maximize your family’s giving capacity as well as evolving market and liquidity considerations.
Case study: Avoiding the year-end scramble.
“Our end-of-year scramble was eliminated with Give. We were able to plan and execute gifts earlier in the year, ensuring nothing was missed and all tracking was automated.”
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.