Asset ManagerRIA · CRD 313261SEC-Registered

Updated:

TIFIN GIVE

TIFIN GIVE is an SEC-registered investment adviser in Boulder, CO, registered since 2021. The firm manages approximately $31 million in regulatory assets.

TIFIN GIVE

TIFIN GIVE is an SEC-registered investment adviser in Boulder, CO, registered since 2021. The firm manages approximately $31 million in regulatory assets. It has 20 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Sector focus

FinTechWealthTechPhilanthropy Tech

Frequently asked questions

Who leads TIFIN GIVE?

TIFIN GIVE operates as a subsidiary of TIFIN Group, founded by Dr. Vinay Nair (formerly a professor at Wharton and founder of LCI and 55 Capital). The specific CEO or management team for TIFIN GIVE is not publicly named; day-to-day operations likely fall under TIFIN's broader leadership, including Chief Product Officer and Chief Revenue Officer roles.

How does TIFIN GIVE source clients?

TIIN GIVE distributes through financial advisors, RIAs, and wealth management platforms. The firm has integrations with planning software and custodians that make their DAF appear as a native option inside existing advisor workflows. They do not actively market to individual donors directly.

Is TIFIN GIVE a regulated entity?

TIFIN GIVE operates as a 501(c)(3) public charity, which is the standard legal structure for donor-advised fund sponsors. Its regulatory framework falls under IRS rules for DAFs, not SEC or FINRA oversight. TIFIN Group, the parent, does hold certain regulatory licenses for its AI advisory products.

What investment options does TIFIN GIVE offer inside the DAF?

TIFIN GIVE allows donors to direct their DAF assets into a curated set of investment pools, typically low-cost index funds, ETFs, and ESG screens, consistent with typical DAF offerings. The platform does not promote direct private equity or hedge fund access inside the DAF.

How does TIFIN GIVE handle tax-loss harvesting versus traditional DAFs?

TIFIN GIVE integrates directly with advisors' portfolio management systems to identify tax-loss harvesting opportunities. When a donor contributes appreciated securities, the platform can sell them, reinvest the proceeds in a diversified portfolio, and simultaneously use the capital loss to offset the donor's other gains — something most DAF providers handle in a manual or batch process.

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