TIFIN

TIFIN Give is a technology-first philanthropy platform that helps wealth firms and their clients incorporate charitable giving into financial and investment planning. Designed for wealth managers, broker-dealers, custodians, asset managers, workplace giving programs, and donors, it offers a modern, white-label donor-advised fund experience through a digital, multi-custody platform.

The platform helps firms retain charitable assets, strengthen client relationships, and engage younger and multigenerational families. Its capabilities include flexible investment options, open investment menus, advisor-managed portfolios, and access to alternatives. Tax intelligence tools identify potential security contributions to support tax-efficient giving, while conversational AI helps donors explore causes, fund accounts, make grants, and involve family members. Community Giving Campaigns enable groups to contribute toward shared causes and track outcomes.

For workplace programs, Give supports corporate and personal giving accounts, payroll integration, and aggregated impact reporting. The platform also supports direct donations and impact-oriented charitable strategies. TIFIN Give positions philanthropy as an integrated part of wealth management, connecting clients’ financial strategies with their charitable goals.