Tifin Give

Retirement Plan Advisor

Boulder, CO

About Tifin Give

<p>Built around donor-advised fund (DAF) technology, Tifin Give supports charitable giving programs used by wealth enterprises, broker-dealers, asset managers, and individual donors.</p> <p>Headquartered in Boulder in the Denver–Boulder metro area, the firm also has offices in New York, Charlotte, Mumbai, Bengaluru, and Madrid. Its platform focuses on DAF setup and administration with flexible investment options, including multi-custody support and access to alternative investments. Tifin Give also supports tax-gain harvesting as part of its giving and investing workflow.</p> <p>Tifin Give integrates with wealth management systems and CRMs and includes AI agents designed for day-to-day donor engagement. The tools are built to support multi-generational giving and to help advisory teams run charitable planning alongside broader client relationships. The company reports $0.7B in AUM (2026).</p> <p>What sets Tifin Give apart is its combination of DAF infrastructure, multi-custody investing, and CRM-connected donor engagement in a single platform.</p> <ul> <li>Donor-advised fund (DAF) platform for wealth firms and donors</li> <li>Multi-custody support and alternative investment access within DAFs</li> <li>Tax-gain harvesting support tied to charitable giving workflows</li> <li>Integrations with wealth management tools and CRMs</li> <li>AI agents and features for multi-generational donor engagement</li> </ul>

Website: https://tifin.com/product/give/

Office Locations

  • Boulder, CO (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $670.0M

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