TIFIN Give Inc. operates a digital platform designed to simplify and enhance charitable giving for donor-advised fund sponsors, advisors, and families. The firm uses proprietary software and algorithms to create personalized charitable profiles based on giving history and recommend thematic and core model portfolios—typically consisting of exchange-traded funds—that align with a donor's charitable goals. TIFIN Give serves institutional sponsors of donor-advised funds rather than individual retail clients, assisting with model portfolio delivery and trade execution. In addition to administrative and management fees charged based on account balances, TIFIN Give receives marketing and sponsorship fees from third-party managers for enhanced visibility on the platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1M+ | 0.23% |
Fees combine an administrative/technology service fee (0.30% for up to $1M, 0.10-0.20% above $1M) and an investment management fee (0.10% for up to $1M, 0.0334% above $1M). Sub-advisory fees ranging from 0% to 1.00% may also apply.