TIFIN Give
TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.
TIFIN Give’s AI-powered platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach.
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Product
Get an overview of what TIFIN Give does.
Main Tasks
- Foundation,
- Impact & ESG,
- Technology Provider
Top features
- Ability to Whitelabel,
- Digital Excellence,
- Proven Agility
Assets supported
- Art & Collectibles,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Digital Assets & Crypto Currency,
- Equities
Whitelabel
- Yes
Type Of Software
- SAAS
Integrations
- TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.
Mobile App
- No
Type of data
- Transaction level
Accuracy
- Data accuracy related to charitable giving comes from the integration with IRS 501(c)(3) compliance data on all 1.7M US public charities and integration with leading charitable data providers such as Guidestar/Candid and Charity Navigator.
- Our AI integration preserves the privacy of our donors/clients and leverages an approach that considers public and proprietary data on charities, cause areas, missions and curated information around common IRS compliance questions. It integrates donor history and allows for personalized recommendations and contextually-aware discovery of charities that have meaningful connections to our donors. It further empowers wealth and other advisors to better understand their clients and take a more proactive role in supporting their charitable objectives.
Custodians
- 5
Time to new custodian
- 4-6 weeks
Rates
TIFIN Give has a software fee and AUM Administration fee for donor advised funds. $15K annual license for SFO for a private foundation; scale discounts for MFO.
Regulated
- Yes
Regulated by
- TIFIN Give is registered with the SEC
Cost structure
- Flat fee
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2021
Locations
- Bengaluru
- Boulder, CO
- Charlotte, NC
- Mumbai
- New York, NY
Top 5 Markets
- United States of America
Total AUM
- $670 M
Ownership
- Key staff also have ownership,
- External investors (neither clients nor staff),
- Owned by management
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks,
- Foundations
What people say about TIFIN Give
"TIFIN has been an incredible partner who listens, adapts, and delivers using innovative technology and unparalleled service and we are grateful for the ability to better serve our clients' most ambitious giving goals with this technology."
Nick Stonestreet, Executive Chairman, BlueTrust
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact
General contact mail or phone
Other
Pricing of support
Free support
Onboarding
Private foundation clients take approximately 1-2 weeks to onboard
For donor advised funds, it can take 5 minutes to onboard a new individual advisor or user.
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TIFIN Give's AI-enabled platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based...
