TIFIN Wealth

<a href="#h_8a45777b8b">Add Cash using a connected Bank Account</a>

<a href="#h_e334ceedc6">Setting up a Recurring ACH Bank Contribution</a>

<a href="#h_be7d52f406">Add Cash Via Wire Transfer</a>

<a href="#h_1f5eb17a13">Contribute Stocks or Securities</a>

<a href="#h_44f021f115">Transfer an External DAF</a>

1. <a href="#h_8a45777b8b">Add Cash using a connected Bank Account</a>
2. <a href="#h_e334ceedc6">Setting up a Recurring ACH Bank Contribution</a>
3. <a href="#h_be7d52f406">Add Cash Via Wire Transfer</a>
4. <a href="#h_1f5eb17a13">Contribute Stocks or Securities</a>
5. <a href="#h_44f021f115">Transfer an External DAF</a>

___________________________________________________________

Add Cash using a connected Bank Account

To connect TIFIN Give with your Bank Account, TIFIN partners with Plaid for an effortless and secure connection.

Credential-based login to connect with ~8,000 financial institutions.

2,000+ additional financial institutions which don’t offer credential-based connectivity.

- Credential-based login to connect with ~8,000 financial institutions.
- 2,000+ additional financial institutions which don’t offer credential-based connectivity.

Click New Contribution &gt; Select Add Cash Using Connected Bank Account

Follow the steps to connect with the financial institution of your choice. You will be redirected to the 3rd party site to input your credentials. Upon successful connection you will not need to re-login going forward.

Setting up a Recurring ACH Bank Contribution

Once your Bank Account is connected using Plaid, navigate back to the Contribute page &gt; New Contribution &gt; Add Cash Using Connected Bank Account

You will see any connected bank accounts and whether they have been verified on the left side. Select an account to view the Account Balance:

Fill in the Contribution Amount, Frequency of your recurring contribution, and the Start Date. Check the box and Agree to the Terms &amp; Conditions &gt; Click Submit. Your recurring contribution will show up under Cash Contributions.

To set up a TIFIN Give contribution via wire transfer, click New Contribution from your Contribution tab.

Select Add Cash Via Wire Transfer.

- TIFIN Give automatically populates the necessary fields to submit a US Dollar wire from your external account.
- Note: the DAF Sponsor for TIFIN Give is the GiveClear Foundation (EIN #81-3222963)

Select the originating account holder making the contribution for tax receipt purposes. Include the Intended Contribution Amount and check the box to acknowledge intent the contribute.

1. Select Add Cash Via Wire Transfer.
 - TIFIN Give automatically populates the necessary fields to submit a US Dollar wire from your external account.
 - Note: the DAF Sponsor for TIFIN Give is the GiveClear Foundation (EIN #81-3222963)
 
2. Select the originating account holder making the contribution for tax receipt purposes. Include the Intended Contribution Amount and check the box to acknowledge intent the contribute.

After clicking Submit you will see the Pending Wire Transfer in your Cash Contribution History.

To contribute stocks or securities to a TIFIN Give DAF, click New Contribution from your Contribution tab.

Select Add Securities. TIFIN Give automatically populates the necessary fields to submit a securities transfer from your external account.

Note the DAF Sponsor for TIFIN Give is the GiveClear Foundation (EIN #81-3222963)

Select the originating account holder making the contribution for tax receipt purposes.

- Input the Security Details: Custody Platform / Broker, Ticker Symbol, Share Quantity.
 
- Click Add. You may repeat this process to add multiple securities for contribution.
 
- Check the box to acknowledge intent to contribute.

1. Select Add Securities. TIFIN Give automatically populates the necessary fields to submit a securities transfer from your external account.
 
 
 Note the DAF Sponsor for TIFIN Give is the GiveClear Foundation (EIN #81-3222963)
 
2. Select the originating account holder making the contribution for tax receipt purposes.
 
 - Input the Security Details: Custody Platform / Broker, Ticker Symbol, Share Quantity.
 
 - Click Add. You may repeat this process to add multiple securities for contribution.
 
 - Check the box to acknowledge intent to contribute.

To transfer an external DAF to TIFIN Give, click New Contribution from your Contribution tab.

Select External DAF Transfer. TIFIN Give automatically populates the necessary fields to submit a grant transfer from your external DAF account.

Submit an Intent to Contribute by entering the External DAF Platform where you intend to transfer the funds from. Include the Intended Amount of the DAF &gt; Click Submit.

1. Select External DAF Transfer. TIFIN Give automatically populates the necessary fields to submit a grant transfer from your external DAF account.
 
 
 
 Note the DAF Sponsor for TIFIN Give is the GiveClear Foundation (EIN #81-3222963)
 
2. Submit an Intent to Contribute by entering the External DAF Platform where you intend to transfer the funds from. Include the Intended Amount of the DAF &gt; Click Submit.