TIFIN Give
TIFIN Give is a white-label donor-advised fund platform that enables wealth management firms, broker-dealers, and asset managers to offer modern, AI-enabled charitable giving solutions to their clients, featuring tax intelligence and multi-custody investment flexibility.
- Company typePrivate
- Founded2021
- HeadquartersBoulder, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What TIFIN Give does
TIFIN Give is a B2B technology platform that delivers white-label donor-advised fund (DAF) solutions to wealth management firms, broker-dealers, custodians, and asset managers. Founded in 2021 and headquartered in Boulder, Colorado, the company operates as a wholly-owned subsidiary of TIFIN Group LLC and is registered as an investment adviser (TIFIN Give, LLC). The platform is designed to enable wealth enterprises to retain charitable assets within their ecosystems, deepen client relationships, engage Next Gen donors, and offer modern philanthropic solutions to high-net-worth clients.
The platform's core product, Give, is a fully digital, multi-custody, technology-first philanthropy platform featuring sophisticated tax-gain harvesting (Tax Intelligence), flexible investment menus with access to alternatives, AI-powered conversational donor agents, and community giving campaign capabilities. The system automates account opening and reduces grant-making times from weeks to days. TIFIN Give monetizes through white-label platform licensing arrangements with enterprise clients, supported by direct enterprise field sales targeting wealth management firms, broker-dealers, and asset managers.
TIFIN Give's go-to-market centers on strategic enterprise partnerships, including a flagship white-label arrangement with SEI (announced January 2026), a collaboration with Canterbury Consulting for private market access, and a Chariot Disbursements integration for grant payments. Named enterprise customers include SS&C ALPS Advisors, AssetMark, and multiple wealth management firms and family offices. In 2024, the platform facilitated over $90 million in grants to charities across more than 15,000 transactions. The company maintains offices across the United States, India, and Spain, with U.S. operations as the primary market.
TIFIN Give firmographics
Firmographics- Name
- TIFIN Give
- Legal name
- TIFIN Give, LLC
- Website
- https://tifingive.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TIFIN Give is a white-label donor-advised fund platform that enables wealth management firms, broker-dealers, and asset managers to offer modern, AI-enabled charitable giving solutions to their clients, featuring tax intelligence and multi-custody investment flexibility.
- Ownership category
- akta.pro rank
TIFIN Give industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Other Grantmaking and Giving Services (813219), Grantmaking and Giving Services (81321), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where TIFIN Give is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
TIFIN Give business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- White-label Platform Licensing: TIFIN Give provides white-labeled DAF platforms to banks, wealth management firms, and broker-dealers, generating revenue through licensing arrangements with enterprise clients.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
TIFIN Give product offering
Product offeringCore offering
TIFIN Give provides a white-label, technology-first Donor-Advised Fund (DAF) platform for wealth management firms, broker-dealers, asset managers, and workplace giving programs. The platform enables these enterprises to offer modern charitable giving services to their clients through features including tax intelligence for tax-gain harvesting, multi-custody support with access to alternatives, AI-powered conversational agents, and community giving campaigns. The solution helps firms retain charitable assets, deepen client relationships, and automate processes such as account opening and grant-making.
Product overview
TIFIN Give is a unified donor-advised fund (DAF) platform designed as a technology-first philanthropy solution. The core product, Give, provides a white-label, fully digital, multi-custody platform that enables wealth management firms, broker-dealers, asset managers, and workplace programs to offer charitable giving services. Key capabilities include tax intelligence for tax-gain harvesting, flexible investment options including multi-custody support and access to alternatives, AI-powered conversational agents for donor engagement, and community giving campaigns. The platform processed over $90 million in grants to charities and more than 15,000 transactions in 2024.
Differentiator
Problem solved
Functional benefit
Products and services
- Give A white-label, fully digital, multi-custody Donor-Advised Fund (DAF) platform designed for wealth enterprises, broker-dealers, asset managers, and their clients. It enables firms to retain charitable assets, deepen client relationships, and power growth through philanthropy with features including tax-gain harvesting, multi-custody support, access to alternatives, AI-powered conversational agents, and community giving campaigns.
Quantifiable outcome
- Over $90 million granted to charities in 2024
- +2 more outcomes
Companies that use TIFIN Give
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
TIFIN Give technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability3 records
Feature4 records
TIFIN Give partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- Canterbury ConsultingcoreTIFIN Give announced a collaboration with Canterbury Consulting to integrate donor-advised fund solutions into their financial strategies. The partnership aims to enhance charitable planning with institutional-quality private market access and expand its investment offerings. This collaboration emphasizes long-term stewardship and impact-driven financial objectives.
- SEIflagshipTIFIN Give announced a partnership with SEI to provide a white-labeled donor-advised fund (DAF) platform to SEI's bank and trust clients. The collaboration aims to help banks retain charitable assets, deepen client relationships, and support growth in wealth management through a modern, digital philanthropy solution.
- ChariotcoreTIFIN Give partnered with Chariot to enhance grant payment processes by leveraging Chariot Disbursements technology for faster, safer, and more reliable digital payments to nonprofits. The collaboration aims to reduce administrative burdens and improve transparency in charitable giving.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
TIFIN Give competitors and assessment
Company assessmentBroad incumbents
- Fidelity Charitable: The largest donor-advised fund sponsor in the U.S., operated by Fidelity Investments. Directly comparable as a DAF platform, but at vastly greater scale and brand recognition; represents the primary incumbent TIFIN Give is positioning against for asset retention.
- Schwab Charitable: Major commercial DAF sponsor affiliated with Charles Schwab. Competes for the same donor-advised fund assets and is a likely partner-or-competitor for wealth management firms evaluating philanthropy solutions.
- National Philanthropic Trust: Large independent DAF sponsor and philanthropic services provider. Comparable as a DAF infrastructure provider and a thought leader on DAF industry data that TIFIN Give references in its market sizing.
- BNY Mellon Charitable Gift Fund: BNY Mellon's donor-advised fund offering for wealth clients. Comparable as a large custodian-bank-affiliated DAF solution that competes with TIFIN Give's white-label bank/trust deployments.
- Goldman Sachs Philanthropy Fund: Bank-affiliated DAF program targeted at HNW clients of Goldman Sachs Wealth. Comparable as a large institutional DAF offering competing for the same advisor-sourced charitable assets.
Direct peers
- Daffy: Technology-first DAF platform targeting modern donors and employer/workplace giving programs. Closest direct peer in terms of digital-first positioning, though Daffy leans consumer-direct while TIFIN Give is B2B white-label.
- Foundation Source: Commercial DAF and private foundation administration platform serving advisors, family offices, and HNW donors. Comparable in serving the wealth-advisor channel for charitable giving infrastructure.
- ImpactAssets: Donor-advised fund and impact investing platform for HNW donors and advisors. Comparable as a modern DAF sponsor with values-aligned and investment-flexibility features similar to TIFIN Give's positioning.
Others
- Chariot: Digital payments infrastructure for nonprofits and DAF grant disbursements. Currently a TIFIN Give integration partner, but adjacent infrastructure that could be repositioned as a competing or substitute layer.
Emerging players
- Cresset: Multi-family office with an integrated DAF and philanthropy practice. Comparable as a wealth-advisor client archetype evaluating white-label philanthropy platforms like TIFIN Give.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
TIFIN Give social profiles
Digital presenceTIFIN Give compliance and trust
Trust signalCompliance1 record
TIFIN Give financial estimates
Financial estimateRevenue estimate
Valuation estimate
TIFIN Give leadership team
Management profileNumber of profiles
TIFIN Give funding detail
Funding detailFunding overview
Funding rounds2 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TIFIN Give M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TIFIN Give
What does TIFIN Give do?
TIFIN Give provides a white-label, technology-first Donor-Advised Fund (DAF) platform for wealth management firms, broker-dealers, asset managers, and workplace giving programs. The platform enables these enterprises to offer modern charitable giving services to their clients through features including tax intelligence for tax-gain harvesting, multi-custody support with access to alternatives, AI-powered conversational agents, and community giving campaigns. The solution helps firms retain charitable assets, deepen client relationships, and automate processes such as account opening and grant-making.
Is TIFIN Give a public or private company?
TIFIN Give is a private company. It is classified as corporate owned and is currently operating.
When was TIFIN Give founded?
TIFIN Give was founded in 2021. It employs 11 to 50 people.
Where is TIFIN Give based?
TIFIN Give is headquartered in Boulder, United States, in the North America region.
How does TIFIN Give make money?
One revenue line is on record: white-label Platform Licensing.
Who are TIFIN Give's main competitors?
Broad incumbents on record are Fidelity Charitable, Schwab Charitable, National Philanthropic Trust, BNY Mellon Charitable Gift Fund and Goldman Sachs Philanthropy Fund. Direct peers are Daffy, Foundation Source and ImpactAssets. Chariot is listed as an others. Cresset is listed as an emerging player.
Does TIFIN Give have an API?
No public API is recorded for TIFIN Give.
What industry is TIFIN Give in?
TIFIN Give's product category is Wealth Management Software. Its primary akta.pro industry code is BPAGAKAF, Donor-Advised Fund (DAF) Sponsors, with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 813219 and its SIC code is 6199.