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:
Click Invite Client in the top right corner
Fill out the required fields and hit Send Invite
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.
Click All DAFs on the left-hand navigation > click on the DAF > scroll over to Contribute at the top left > click Add Funds
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
Follow the step-by-step instructions to begin the contribution process to fund your client's DAF.