Ready to Upgrade Your DAF Provider Post-Giving Season?

Thought Leadership
Ready to Upgrade Your DAF Provider Post-Giving Season?

Giving Season is often marked by an exponential increase in charitable activity. During this period of high-volume activity, you may have uncovered frustrating inefficiencies in your current donor-advised fund (DAF) program.

Delays in contribution and grant processing, manual administration, and time-intensive onboarding are common pain points that advisor teams face. These challenges frustrate clients and hinder your ability to provide them with a delightful philanthropic planning experience.

Transitioning to a modern provider like TIFIN Give offers a solution that eliminates these inefficiencies, providing a seamless experience for your advisory team and donors.

Start the New Year with New Technology

TIFIN Give offers a proprietary platform packed with features designed to maximize efficiency and engagement:

1. Digital Account Setup and Onboarding

Set up client accounts digitally in minutes rather than days or weeks. This quick and painless onboarding process reflects a commitment to a modern, client-centric approach, enhancing the giving experience right from the start.

2. Automated Contributions and Grants

Efficiently contribute and manage a wide variety of assets, from cash to securities, with a fully digital process that reduces delays and minimizes manual errors. The platform’s flexibility ensures you can address the complex needs of high-net-worth clients. Advisors and clients alike benefit from smooth, automated workflows that remove friction from the philanthropic journey.

3. Real-Time Reporting & Tax Receipt

Access detailed, real-time insights into contributions, balances, and grant statuses, plus a single, automatic tax receipt. This transparency strengthens advisor-client relationships by equipping you with the information donors need to measure their impact.

Streamlining DAF Transfers with TIFIN Give

Transferring a DAF from an external provider should not be a barrier to providing your clients with a superior giving experience. TIFIN Give makes this process incredibly straightforward, eliminating manual work and ensuring a smooth transition for clients.

You have the power to transfer DAF assets in a fraction of the time you’re used to. A digital-first process removes administrative burdens, allowing you to focus on delivering value and enhancing client relationships.

Transforming Charitable Giving into a Growth Driver

By transitioning to TIFIN Give, wealth management firms can turn philanthropy into a growth engine for AUM. The platform’s modern, advisor-centric tools not only streamline operational inefficiencies but position advisors as partners in their clients’ financial and philanthropic journeys.

With family-oriented capabilities, you can better engage the next generation by bringing them into the giving experience. Help families build a philanthropic legacy, ensuring multi-generational engagement while fostering stronger relationships across generations.

Firms that embrace these innovations are better equipped to attract and retain clients during the wealth transfer era. Now is the time to re-evaluate your current DAF provider and invest in a solution that supports your long-term growth.

Let’s set up time to discuss further.

Advisory services offered through TIFIN Give, an SEC-registered investment adviser. Being registered as an investment adviser does not imply a certain level of skill or training. This material has been derived from sources that are believed to be reliable but is not guaranteed as to accuracy or completeness and does not purport to be a complete analysis of the materials discussed. The information contained herein is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. It is not intended as tax or legal advice or to provide the basis for any financial decisions. Past performance is not indicative of future results. Investing involves risk and possible loss of capital. Opinions expressed herein are solely those of TIFIN Give and its editorial staff. All information and ideas should be discussed in detail with your financial professional prior to implementation. By entering your personal information including your email address, you agree to receive communications from TIFIN Give, or its parent company, or its affiliates. You may opt-out at any time. For more information, please refer to the Privacy Policy of the respective company or affiliate.

Interests are only being offered to institutional investors as well as persons who qualify as Accredited Investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. This presentation does not constitute an offer to sell or a solicitation of an offer to buy Interests in any jurisdiction to any person to whom it is unlawful to make such offer or solicitation in such jurisdiction. There will not be any public market for the Interests.