TIFIN GIVE

TIFIN GIVE

TIFIN GIVE emerged from the broader TIFIN ecosystem, which builds AI-driven tools for wealth managers, asset managers, and individual investors. The platform serves as a charitable giving and donor-advised fund (DAF) vehicle, enabling tax-loss harvesting and gain-offset strategies that layer charitable intent on top of portfolio management. Unlike traditional donor-advised funds offered by fidelity or schwab charitable, TIFIN GIVE links directly to investment advisors' workflows, allowing automated contributions, investment management inside the DAF, and real-time tax optimization. TIFIN GIVE operates primarily as a software-and-services layer for financial advisors and their high-net-worth clients. Its revenue model draws from platform fees on DAF assets and technology licensing to advisory firms. The firm does not disclose AUM or total donor funds under management. While TIFIN itself has raised over $200M from investors including Motley Fool, J.P. Morgan, and Broadridge (per Crunchbase and regulatory filings), TIFIN GIVE's standalone capitalization is not publicly broken out. The platform was formally launched in 2021 and has since integrated with custodians like Fidelity and Schwab, as well as with financial planning software such as MoneyGuide and eMoney. TIFIN GIVE competes in a narrow sub-niche of wealthtech squeezed between incumbent DAF providers and newer tax-aware charities like Overflow or Charityvest. The firm's structural differentiator is its integration layer: rather than divorcing charitable planning from portfolio management, TIFIN GIVE treats giving as part of the asset-liability optimization loop. This hybrid posture means it is part custodian, part tax engine, and part philanthropic advisor — a combination that most legacy DAF providers do not replicate. The spinout structure also insulates TIFIN GIVE from the broader TIFIN's regulatory obligations as an AI advisor, letting it operate under the 501(c)(3) shield while the rest of TIFIN faces state and federal registration.