Company Profile: Give, a TIFIN Company

Background

Overview

Give, a TIFIN company, is a digital donor-advised fund (DAF) platform that empowers wealth management firms, advisors, and families to enhance their philanthropic efforts. By integrating charitable giving into financial strategies, Give aims to deepen client relationships and drive growth through modern philanthropy.

Mission and Vision

The mission of Give is to make philanthropy simple, accessible, and impactful by providing innovative DAF solutions that align with clients' financial goals and values. Its vision is to transform charitable giving into a strategic lever for client retention, acquisition, and expansion within the wealth management sector.

Primary Area of Focus

Give focuses on delivering a comprehensive, digital-first DAF platform that offers flexibility, tax optimization, and community engagement features. This approach enables wealth enterprises to retain assets, engage the next generation of clients, and integrate philanthropy seamlessly into their services.

Industry Significance

The DAF sector has experienced rapid growth, with assets nearly doubling between 2018 and 2022, reaching approximately $230 billion. Projections estimate total DAF assets to exceed $1 trillion by 2030. Give's innovative platform positions it as a significant player in this expanding market, offering solutions that cater to the evolving needs of wealth enterprises and their clients.

Key Strategic Focus

Core Objectives

Asset Retention and Growth: By offering flexible investment options and tax-efficient strategies, Give aims to retain and grow assets under management for wealth enterprises.

Client Relationship Enhancement: The platform seeks to deepen client relationships by integrating philanthropy into financial planning, thereby increasing client engagement and loyalty.

Next-Generation Engagement: Give focuses on engaging younger clients through multi-generational giving experiences, ensuring the continuity of client relationships across generations.

Areas of Specialization

Digital DAF Solutions: Providing a white-labeled, fully digital DAF platform that supports multi-custody accounts and offers a seamless user experience.

Tax Optimization: Implementing sophisticated tax-gain harvesting techniques to maximize tax deductions and offset capital gains for clients.

Community Engagement: Facilitating community giving campaigns that allow families and networks to collaborate on philanthropic efforts, amplifying collective impact.

Key Technologies Utilized

AI-Driven Insights: Leveraging artificial intelligence to provide personalized giving recommendations and enhance donor engagement.

Multi-Custody Support: Ensuring flexibility in investment options by supporting multiple custodians within the DAF platform.

Tax Intelligence: Utilizing advanced algorithms to identify optimal security contribution opportunities for tax-efficient charitable giving.

Primary Markets Targeted

Wealth Management Firms: Enabling firms to offer modern philanthropic solutions to their clients, thereby enhancing service offerings and client retention.

Family Offices and Foundations: Providing scalable and efficient tools for managing complex philanthropic portfolios.

Corporate Clients: Offering workplace giving programs that boost employee engagement and corporate social responsibility.

Financials and Funding

Funding History

As of December 2025, TIFIN, the parent company of Give, has raised a total of $211.15 million across multiple funding rounds. The most recent funding round occurred approximately one year ago, raising $3.75 million.

Notable Investors

TIFIN has attracted investments from several prominent financial institutions, including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton, and SEI.

Utilization of Capital

The capital raised has been utilized to expand TIFIN's suite of AI-driven financial services platforms, including Give, Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, and TIFIN AXIS. These investments support the development of innovative solutions in wealth management, asset management, and insurance sectors.

Pipeline Development

Key Pipeline Candidates

While specific pipeline candidates are not publicly disclosed, Give continues to enhance its platform by integrating advanced features such as tax intelligence for philanthropy and community giving campaigns.

Stages of Development

Give's platform is fully operational, with ongoing enhancements to improve user experience, tax optimization capabilities, and community engagement features.

Target Conditions

The platform addresses the philanthropic needs of wealth management clients, family offices, foundations, and corporate clients, focusing on tax-efficient charitable giving and community engagement.

Anticipated Milestones

Integration of Tax Intelligence: Enhancing the platform's tax optimization capabilities to provide real-time answers to strategic tax planning questions.

Expansion of Community Giving Features: Developing tools that allow donors to create and share personalized campaigns, mobilizing their networks for charitable causes.

Technological Platform and Innovation

Proprietary Technologies

Tax Intelligence: A feature that helps financial advisors identify tax-efficient security contributions, enabling clients to maximize tax deductions and offset capital gains through charitable giving.

Community Giving Campaigns: Tools that allow donors to create and share personalized campaigns, inviting their networks to contribute to causes they care about.

Significant Scientific Methods

AI-Driven Insights: Utilizing artificial intelligence to provide personalized giving recommendations and enhance donor engagement.

Tax Optimization Algorithms: Employing advanced algorithms to identify optimal security contribution opportunities for tax-efficient charitable giving.

Leadership Team

Key Executives

Paul Lussow: CEO of Give, leading the company's strategic direction and growth initiatives.

Stacy Carter: COO and Partner at TIFIN, overseeing operations and strategic partnerships.

Dr. Vinay Nair: Founder and CEO of TIFIN, providing visionary leadership across the company's portfolio.

Competitor Profile

Market Insights and Dynamics

The DAF sector is experiencing rapid growth, with assets nearly doubling between 2018 and 2022, reaching approximately $230 billion. Projections estimate total DAF assets to exceed $1 trillion by 2030. This expansion presents significant opportunities for platforms like Give to capture market share by offering innovative and user-friendly solutions.

Competitor Analysis

Daffy: A digital DAF platform offering a user-friendly interface for charitable giving.

Charityvest: Provides a modern DAF experience with low fees and flexible investment options.

Fidelity Charitable: A well-established DAF provider with a broad donor base and extensive resources.

Strategic Collaborations and Partnerships

Alera Group: Partnered with Give to launch a white-labeled DAF platform, integrating charitable giving into Alera Group's wealth management services.

SS&C ALPS Advisors: Collaborated with Give to unveil an innovative white-label DAF program, enabling wealth managers to redefine philanthropy within clients' investment strategies.

Operational Insights

Strategic Considerations

In a competitive landscape, Give differentiates itself through its AI-driven platform, tax optimization features, and community engagement tools. These innovations position Give to effectively compete with established DAF providers and emerging fintech solutions.

Competitive Advantages