TIFIN Give is a technology-first philanthropy platform that provides white-label, fully digital donor-advised funds (DAFs) for wealth enterprises, broker-dealers, and asset managers. The platform helps firms retain assets, deepen client relationships, and engage next-generation donors through flexible investment options, tax intelligence, and AI-powered giving experiences. It processed over 15,000 grant transactions in 2024, with more than $90 million granted to charities.
Funding
Funding not disclosed
Founders
Product
Problem
Traditional donor-advised funds (DAFs) are often operated through legacy, manual processes that limit investment flexibility, create friction for advisors and donors, and fail to engage younger generations. Wealth enterprises risk losing charitable assets to external DAF providers, weakening client relationships and missing opportunities for growth through philanthropy.
Solution
TIFIN Give provides a modern, white-label DAF platform that enables wealth managers, broker-dealers, and asset managers to offer a fully digital, multi-custody charitable giving experience. The platform keeps charitable dollars in-house with flexible investment options, including open investment menus, commingled pools, and access to alternatives, while allowing portfolios to remain advisor-managed. It also includes tax-gain harvesting intelligence to maximize tax deductions and offset capital gains, plus AI-powered conversational tools that help donors explore causes, fund their DAF, and grant to charities. Community giving campaigns and multi-generational experiences further deepen engagement and preserve client relationships across family generations.
Target Audience
Primary customers are wealth managers, broker-dealers, custodians, and asset managers seeking to offer branded DAF solutions, as well as workplace giving programs looking to boost employee engagement and corporate impact.
Features
- White-label, fully digital DAF platform with multi-custody support and open investment menus
- Tax-gain harvesting intelligence that identifies optimal security contribution opportunities to maximize deductions and offset capital gains
- AI agents providing conversational experiences for donors to explore philanthropic interests, fund their DAF, and grant to charities
- Community giving campaigns that enable families, friends, and networks to donate collectively to shared causes with real-time tracking
- Multi-generational giving experiences designed to engage next-generation donors and preserve long-term client relationships
- Payroll integration and aggregated impact reporting for workplace giving programs