TIFIN Give is a digital platform that helps institutions, advisors, and families manage their charitable giving through donor-advised funds (DAFs). TIFIN Give provides investment recommendations for model portfolios approved by DAF sponsors, allowing DAFs to align their investments with their charitable goals. TIFIN Give uses proprietary software to create personalized charitable profiles and recommend investments based on algorithms.
Fee Structure
TIFIN Give charges two fees: a Service Fee and a Management Fee. For accounts under $1,000,000, the Service Fee is generally 0.30% per year, and the Management Fee is generally 0.10% per year. For accounts over $1,000,000, the Service Fee is generally 0.10-0.20% per year, and the Management Fee is generally 0.0334% per year. These fees are calculated daily and billed monthly or quarterly. Clients also pay a Sub-Advisory Fee to the DAF Advisor, ranging from 0-1.00% per year.