Give helps firms and advisors differentiate.
With best-in-class technology, investment flexibility, and white-label customization, now wealth managers have a intelligent donor-advised fund (DAF) platform to strengthen client relationships and enable impact across generations.
Simplify onboarding, anticipate client needs, and provide faster answers.
Built for firms of every size
Wealth firms
- The most flexible DAF on the market: multi-custody, investment selections, low advisor-managed account minimums, funding options and aggregated giving data.
- The only DAF providing a white-label solution without trading off the advisor and investor experience or creating administrative headaches.
- Offer a philanthropy experience that delights high-net-worth clients and does not jeopardize existing relationships.
Advisors
- The only DAF to include the Next Gen into the platform, which helps advisors retain assets through the wealth transfer.
- Best-in-class investment flexibility including Alternatives.
- Grow your firm’s assets through broader tax management connected to direct indexing strategies.
Families
- Only DAF that engages your family and community in the giving experience.
- Invest the way you want versus a set investment menu.
- A giving experience that is easy to use and leverages modern technology like AI to maximize your impact.
Low fees to maximize giving
Maximize charitable giving dollars with a simple, low-fee structure and no hidden costs. Unlike other DAF offerings, Give allows investment flexibility without high expenses and extends access to more donors with no account minimums.
Investment flexibility
Give offers unmatched investment flexibility with options ranging from pooled funds to Alternatives, curated funds, and low-minimum advisor-managed accounts starting at just $50,000. What’s more, cash can be invested in short-term, industry-leading funds to provide growth opportunities no matter your timeline for granting.
AI-powered technology to connect you and your family through giving.
Create deeper connections with clients and the Next Generation by facilitating family and community engagement around charitable pursuits. TIFIN Give’s DAF platform makes it easy to share accounts and campaigns with friends & family.
TIFIN Give’s DAF platform provides white-label customization without administrative burden. Effortlessly offer a seamless branded experience that looks and feels like your firm.
Integration made easy
Manage unlimited accounts and collaborate with advisors from a centralized dashboard.
Onboard your clients in a fully-digital flow in just a few clicks. It’s never been faster to get your client accounts up and running.
Take advantage of single-charity funds from the same portal, allowing transfers from IRA to generate additional tax deductions while meeting mandatory distribution requirements.
No more logins. Simplify your advisor and client experience with single-sign-on integration and connectivity with other common wealth platforms.
Fund client DAFs with streamlined contribution flows—ACH wia Plaid, Cash/Wire Transfers, Credit Card, Public Securities, DAF-DAF Transfers, Complex Gifts.
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.