TIFIN Give Launches first-of-its-kind Tax Intelligence for Philanthropy

The new feature democratizes tax gain harvesting, aims to improve wealth outcomes for individuals and drive growth for advisors using Donor-Advised-Funds.

BOULDER, Colo., Sept. 10, 2025 /PRNewswire/ -- TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, today announced the launch of Tax Intelligence. This new capability helps financial advisors identify tax-efficient security contributions and use DAFs to drive better wealth outcomes for their clients.

This innovation marks a major step in enabling advisors with real-time answers to strategic tax planning questions. While tax loss harvesting is routine, tax gain harvesting remains underutilized by the broader investor population despite being well suited for DAFs. By realizing capital gains intentionally, investors can reset cost basis, reduce concentrated positions, or enhance their overall tax strategy while also giving charitably. This is a particularly effective strategy especially during years where a client may have liquidity events.

With Tax Intelligence, advisors can, in-real-time, proactively address questions such as "Who stands to benefit most from opening a DAF?" while also helping their clients answer questions such as ""Which part of my portfolio should I donate to a DAF?". The platform analyzes client holdings and generates tax-efficient security contribution proposals. These recommendations account for variables like portfolio deviation and restricted security lists, giving advisors a sophisticated, personalized way to engage high and ultra high net worth families, especially as advisors discuss these topics towards the year end.

"Engaging clients and their families through philanthropy can help advisors grow their business in several ways, and with Tax Intelligence, we're adding one more growth driver," said Paul Lussow, CEO at TIFIN Give. "while at the same time, equipping advisors with an important engine to better serve their clients."

"Tax Management while investing has now become mainstream. Tax management while giving has not. TIFIN Give is now changing this. We are excited to be at the forefront of the innovation to make philanthropy a strategic edge for wealth enterprises and a more impactful experience for clients and their extended families," said Dr. Vinay Nair, Founder and Chairman at TIFIN Give.

Tax Intelligence is now available to advisors using TIFIN Give. Learn more at tifin.com/give.

About Give

Give, a TIFIN company, is a digital donor-advised fund (DAF) platform that enables wealth firms to grow assets and strengthen relationships through modern philanthropy. By engaging the next generation, offering unmatched investment flexibility, and integrating tax-efficient strategies, TIFIN Give turns charitable giving into a strategic lever for client retention, acquisition, and expansion.

The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.

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SOURCE The TIFIN Group