Tifin Give

TIFIN Give Inc. is a registered investment adviser specializing in digital philanthropy services for donor-advised funds (DAFs). Established in 2020, the firm is owned by TIFIN Group LLC and led by CEO Dr. Vinay Nair. TIFIN Give's proprietary web-based platform offers DAF sponsors the ability to align investment portfolios with charitable goals through model portfolios. Clients with account balances under $1,000,000 are subject to a 30 basis points Service Fee and a 10 basis points Management Fee, while those with higher balances face reduced fees. TIFIN Give provides investment recommendations based on charitable profiles and model portfolios, with a focus on philanthropic alignment rather than maximizing returns. The firm does not engage in wrap fee programs, performance-based fees, or side-by-side management. Clients have discretion over selecting custodian broker-dealers. TIFIN Give does not have custody of client assets and does not vote proxies on behalf of clients. The firm's financial condition is stable, with no bankruptcy petitions in the last ten years. Clients receive quarterly account statements from custodians, and TIFIN Give does not actively monitor DAF positions but adjusts recommendations based on charitable giving changes.