TIFIN Give

Family offices managing philanthropic activity across multiple vehicles, generations, and compliance requirements typically patch together spreadsheets, custodian portals, and external DAF providers. TIFIN Give is a dedicated Donor-Advised Fund platform with a specific family office module, built to consolidate that fragmented process into a single portal covering DAFs, single-charity funds, cash gifts, private foundations, and pledge tracking.

For family office teams, the platform addresses three distinct operational burdens:

• Grant lifecycle automation: real-time milestone tracking, payment scheduling, disbursement, and tax record retention handled without manual intervention
• Multi-vehicle giving in one portal: DAFs, single-charity funds, and cash gifts managed under one interface with unified IRS compliance support
• Complex asset contributions: real estate, private shares, and cryptocurrency accepted and liquidated, reducing the friction that typically delays year-end giving
• Multi-generational engagement: Next Gen family members can be invited into the giving process directly within the platform, with pledge tracking across multi-year commitments
• White-label capability: the platform can be rebranded to match the family office or advisory firm's identity

The platform includes a conversational AI feature that guides donors through charitable planning and an Advisor View that gives the full family office team visibility across all client giving activity. Tax intelligence tools identify optimal security contribution opportunities to manage capital gains and maximize deductions. Multi-custodial, advisor-managed account options mean the office retains investment discretion over charitable assets rather than ceding control to a fixed investment menu.

TIFIN Give is US-only and pricing is not publicly disclosed. Firms outside the United States or those seeking a standalone foundation administration tool without DAF infrastructure will need to evaluate alternatives.

• Donor-Advised Fund administration and management
• Grant lifecycle automation including tracking, payment, and compliance
• Multi-vehicle charitable giving coordination across DAFs, single-charity funds, and cash gifts
• IRS compliance documentation and tax record management
• Multi-generational family engagement in philanthropic planning
• Complex asset contribution processing including real estate, shares, and cryptocurrency

• Full grant lifecycle automation with real-time milestone tracking
• Single portal for DAFs, single-charity funds, and cash gifts
• White-label client and advisor portals
• Conversational AI for donor charitable planning guidance
• Tax intelligence with AI-driven giving recommendations
• Multi-custodial advisor-managed account support
• Next Gen family engagement functionality
• Pledge tracking for multi-year and multi-payment commitments
• Advisor View for full team visibility across all client giving activity
• In-platform charity due diligence and research support

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

In-platform due diligence and research support; demo and team consultation available

100% digital onboarding with integrated charity search and due diligence