Family Office
As family giving evolves, so do the complexities – more people involved, more ways to give, more compliance and tracking rules. TIFIN Give tames this by streamlining multiple types of charitable giving–including private foundations. Organize, plan, and execute all family gifts and IRS compliance in a single portal.
Single Portal for Multi-Vehicle Giving
TIFIN Give offers one portal and one process for all types of charitable giving. Automate planning, payments, tracking, and compliance for any gift type, saving time and reducing complexity. Manage donor-advised funds (DAFs), foundations, cash gifts, and more from a single, streamlined, easy-to-use platform.
Private Foundation Support
TIFIN Give simplifies the grant-making process, tracks your 5% distribution requirement, and streamlines the preparation, review, and filing of Form 990-PF in partnership with your accounting firm.
Full Grant Lifecycle Automation
TIFIN Give automates the full grant lifecycle, providing real-time updates at every milestone. Teams are updated, key tasks are tracked, payments are scheduled and disbursed, and records are organized and retained for tax time—automatically.
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Bespoke Document Creation
Easily configure and generate branded grantmaking documents using customizable templates.
In-Platform Support
Due diligence and research support right in the platform.
Custom Reporting
Create custom reports, including end-of-year grant summaries, personalized analytics for families, and historical trends.
Support the Family Office Team
Provide the family office team, partners and advisors with full visibility across clients and charitable activity with TIFIN Give’s Advisor View. Facilitate better collaboration at every stage of the giving process, bringing everyone together to achieve every charitable goal.
Advanced Tracking of Pledges
Create flexible multi-year or multi-payment grant commitments and gain real-time visibility into pledge status, goals, impact, and balances. Effortlessly track and optimize future payments to maximize your family’s giving capacity as well as evolving market and liquidity considerations.
Personalized Tagging and Organization of Giving History
Personalize grant summaries with custom tags that define charitable activity according to what matters most to donors. Allow easy summaries of activity by family member, cause area, geography, strategic theme, or any meaningful category.
IRS Compliance
Support
Enable timely, accurate tax documentation, simplify IRS compliance and help donors get their deductions.
Case Study: Avoiding The Year-End Scramble.
“Our end-of-year scramble was eliminated with TIFIN Give. We were able to plan and execute gifts earlier in the year, ensuring nothing was missed and all tracking was automated.”
