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Setting Up a Client DAF-TIFIN Give
Setting Up a Client DAF-TIFIN Give
Updated over a week ago

Quick Navigation

The first step to creating the DAF is inviting the client to TIFIN Give.

Inviting a Client to TIFIN Give

To access your DAF overview:

  1. Click Invite Client in the top right corner

  2. Fill out the required fields and hit Send Invite

  3. This client will remain under your Pending DAF's until they accept the invite. You can resend the invite by clicking Resend Invite to the right of their name

Creating a DAF

After inviting a client to TIFIN Give, the invitation must be accepted by creating a password and inputting their Date of Birth and Zip code. Once the Client Profile has been created, their DAF is automatically set up.


Initiate the Funding of your DAF

Once a Client Profile has been created, their DAF is automatically set up. Next step is to Add Funds.

  1. Click All DAFs on the left-hand navigation > click on the DAF > scroll over to Contribute at the top left > click Add Funds

  2. Select your Contribution Type

    • Adding Cash using a connected Bank Account (via Plaid) is only accessible by the client and is not shown for Advisors.

    • Add Cash Via Wire Transfer from an external account.

    • Contribute Stock or Securities from an external account.

    • Transfer an External DAF to TIFIN Give

  3. Follow the step-by-step instructions to begin the contribution process to fund your client's DAF.

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