# TIFIN GIVE

TIFIN GIVE is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://tifingive.com
- **LinkedIn:** https://www.linkedin.com/company/tifin-give

## Regulatory record

- **CRD number:** 313261
- **SEC file number:** 801-121587
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313261

## About

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.

## Sectors

- FinTech
- WealthTech
- Philanthropy Tech

## Questions

### 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.

### 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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Last updated: 2026-06-03T20:00:00.000Z

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