TIFIN Give Logo

Leverage the Power of Charitable Giving

Sprung from the confluence of wealth management and philanthropy, TIFIN Give empowers advisors to grow their practices by engaging clients in a digital charitable giving platform.

TIFIN Give Logo

Leverage the Power of Charitable Giving

Sprung from the confluence of wealth management and philanthropy, TIFIN Give empowers advisors to grow their practices by engaging clients in a digital charitable giving platform.

Leverage the Power of Charitable Giving

Meet TIFIN Give

Team building a home

TIFIN Give empowers advisors to grow their practice by engaging clients and prospects with a next-generation digital charitable giving platform. Give leverages the tax-efficiency of Donor Advised Funds (DAF) to maximize clients’ investment impact while building multi-generational relationships for the advisors we serve.

Affluent Households Chart

In 2020, 88.1% of affluent households gave to charity 1

As more people incorporate philanthropy into their financial planning, there is an increasing demand for advisors experienced in offering charitable planning services.

Did You Know?

After a spouse, financial advisors are considered the most valuable source for information on philanthropy.2

Donor Advised Funds are the fastest growing philanthropic vehicle in the U.S., yet less than 50% of High Net Worth donors currently utilize a tax efficient vehicle.3

DAF ASSETS graphic

Charitable Planning has Become a Key Differentiator for Successful Advisors.

A 2021 survey4 on the RIA industry found that the firms that incorporated charitable giving into their practice had:

3x icon

Organic growth of their practice

1.3x icon
New assets per investor

Why Advisors Use TIFIN Give

lady smiling

With TIFIN Give, philanthropy becomes a core pillar of financial planning and investment strategy. Advisors grow their practices by accelerating prospecting with high net worth households, deepening existing client relationships and developing new relationships with multi-generational heirs.

money icon

Give clients access to the unique tax benefits of Donor Advised Funds (DAF).

Hands icon

Build direct relationships with client’s heirs, positioning advisors as a trusted resource before generational wealth transfers occur.

investment portfolios icon

Provide clients with investment portfolios aligned with their philanthropic initiatives and family giving behavior through algorithmic thematic tilts.

Why Families Use TIFIN Give

Family by the water

Families utilize TIFIN Give to seamlessly collaborate across multiple generations to impact the social causes they care about the most.

Search icon

Leverage intuitive technology to search and discover giving opportunities with over 1.5 million charities.

donate icon

Send grants with just a click inside the app, not through multiple sites and channels.

intelligent algorithmic based search engine icon

Align investments with strongly held values through an intelligent algorithmic based search engine.

together icon

Build a legacy, empower the entire family to be involved and instill the next-generation of heirs to be responsible stewards of family capital.

Raise money icon

Raise money for important causes directly on the platform.

Benefits of Donor Advised Funds5

tax deduction icon

Clients are eligible to receive an immediate tax deduction on their investment amount.

stock icon
Clients avoid capital gains taxes on appreciated stock and other assets.6
grow icon

Clients grow the investment amount tax free, maximizing their ability to impact the charities they choose.

Organize Icon

Simplify organization, administration, transparency and accountability for charitable dollars.

federal tax credit icon

Reach international charities and NGOs while still receiving a federal tax credit.

philanthropic icon

Develop a philanthropic vision and philosophy and create a charitable legacy.

Leverage the Power of Charitable Giving

1 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households

2U.S. Trust Study of The Philanthropic Conversation – 2018 Full Report

3National Philanthropic Trust, DAF Report 2020

4 Fidelity Charitable. Quoted statistics refer to median assets

5 Information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice

6 For assets held over a year

Join a Tour

Help your clients make the most of their money and live fulfilling lives by supporting their charitable giving. Take a guided tour of the platform to learn how TIFIN Give can help your firm and clients.