The startup offers a digital platform that integrates wealth management firms and employers into the charitable planning process, enabling them to facilitate multi-generational philanthropic strategies. This platform enhances client engagement by providing measurable tax benefits and optimizing wealth outcomes through structured charitable giving.
Funding
$11.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth management firms and employers often lack integrated platforms to effectively incorporate charitable planning into their services, hindering their ability to facilitate multi-generational philanthropic strategies and provide measurable tax benefits to clients. Traditional donor-advised funds (DAFs) can be cumbersome, lack customization, and fail to fully engage all stakeholders in the giving process.
Solution
TIFIN Give provides a digital, AI-enabled platform that integrates wealth management firms and employers into the charitable planning process, enhancing client engagement and optimizing wealth outcomes. The platform modernizes donor-advised funds (DAFs) and other charitable structures, offering a seamless, white-label experience that allows firms to embed themselves at the center of their clients’ philanthropy. By leveraging data-driven insights and AI-powered technology, TIFIN Give simplifies charitable giving, streamlines donation strategies, aligns contributions with personal values, and maximizes the impact of charitable gifts. The platform supports various giving strategies, including DAFs, direct donations, and tax-efficient charitable contributions, ensuring donations are optimized for both financial and philanthropic impact.
Target Audience
TIFIN Give serves wealth management firms, family offices, and employers seeking to enhance client relationships, engage the next generation, and provide tax-efficient charitable giving solutions.
Features
- White-label customization to offer a seamless branded experience
- AI-powered philanthropy support to simplify onboarding and anticipate client needs
- Family and community engagement features to create deeper connections with clients and the next generation
- Multi-custodial advisor-managed account options for investment flexibility
- Support for complex asset contributions, including real estate, shares, and crypto
- Full grant lifecycle automation with real-time updates and automated record keeping
- Single portal for multi-vehicle giving, including DAFs, single-charity funds, and cash gifts
- Integration with wealth management tools, CRM systems, and financial planning software
- Payroll deduction for employees to donate directly from their paychecks
- Employer gift matching to amplify the impact of employee donations