Getting to know TIFIN Give, a Chariot Disbursements Partner

TIFIN Give is a modern, digital donor-advised fund (DAF) platform built for todayʼs wealth management ecosystem. It helps advisors and their clients give more efficiently, more strategically, and with greater visibility, while reducing administrative burden for charitable organizations. TIFIN is now working with Chariot to deliver fast and secure grant payments that are easier for nonprofits to manage.

How TIFIN Give Works

Key stakeholders involved with donations through TIFIN Give:

• Technology Provider: TIFIN Give

• DAF Sponsor: GiveClear Foundation

• DAF Program Provider: Wealth Enterprises/Asset Managers/Financial Advisors

• Donor: Retail clients to the Wealth Enterprise

• Disbursement Solution: Chariot

TIFIN Give partners with GiveClear Foundation, a 501(c)(3) nonprofit and DAF sponsor, to host donor-advised fund accounts that integrate seamlessly with the TIFIN Give platform. Account holders are individual clients of participating wealth firms, who access and manage their DAFs through an advisor- or firm-branded portal. Within that experience, donors submit grant recommendations, which are reviewed and approved by GiveClear Foundation and then processed through the Chariot platform for efficient disbursement.

Today, TIFIN Give supports more than 1,500 advisors across over 100 firms, helping them serve 2,000+ donors by integrating charitable giving into broader financial and wealth strategies.

How Nonprofits Should Treat Gifts through TIFIN

For gift processing purposes, nonprofits should be most mindful of the legal source of funds and end donor’s perspective. In the example above, the underlying legal DAF sponsor is GiveClear Foundation and the donor would say they are using AssetMark for their DAF.

Chariot has worked with TIFIN Give to standardize how this information is presented in your Chariot dashboard for their customers: the “Source” field would be “GiveClear Foundation” and the “DAF Program” field will show the firm’s name (e.g. AssetMark).

Otherwise, all the fields provided will follow standard DAF gift convention (fund name, donor name, etc.).

Other FAQs from Nonprofits on TIFIN Give

Q: What is TIFIN Give?

TIFIN Give is a technology provider that powers DAF programs for other financial firms (e.g. Financial Advisors, Wealth Enterprises, and Asset Managers). Through TIFIN Give, these firms can offer a white-labeled DAF solution to their individual clients. This integrates charitable planning directly into holistic wealth management and allows donors to align giving with tax planning, investment strategy, and long-term impact, all through a seamless digital experience. Give is one of many tech-forward solutions for the financial services industry offered by TIFIN.

Q: Is TIFIN Give a DAF?

TIFIN Give is that technology provider that connects GiveClear Foundation’s DAF accounts with financial services platforms.

Q: How does the TIFIN Give and Chariot partnership help nonprofits and charitable Organizations?

Chariot brings advanced, digital-first grant payment capabilities into the TIFIN Give platform. Together, the two platforms eliminate many of the friction points nonprofits experience today, such as delayed checks, unclear payment status, and manual follow-ups. With this partnership, charitable organizations benefit from:

• Faster and more predictable grant disbursements

• Digital payment options that reduce check processing

• Clarity on grant details, with money & gift details sent to the same place at the same time.

• Less administrative uncertainty around donor-advised fund payments,

This collaboration is designed to modernize the end-to-end grant experience for nonprofits.

Q: Do gifts come with donor contact information?

Yes, so long as the donor elected to share information, it is provided in the Chariot Dashboard.

Q: Will this change how donors support our organization?

No. Donors continue to support the same causes, but the payout process is more streamlined and often leads to more consistent, long-term giving.

Q: Does this create more work for charitable organizations?

No. The partnership is designed to reduce manual work, limit follow-ups, and eliminate uncertainty around grant payments.

Q: Is TIFIN Give only for large charities?

No. TIFIN Give supports charitable organizations of all sizes, from local nonprofits to national institutions.

Learn more about TIFIN Give here and more about Chariot here.

*Chariot is a financial technology company, not a bank. Chariot Deposit Accounts are a Demand Deposit Account through our Bank Partner, Column N.A., Member FDIC. The Chariot Deposit Account is required to access Disbursements or Gift Processing. Deposits in Chariot Deposit Accounts are eligible for FDIC insurance up to $250,000 per depositor, for each insurable capacity in which the account is held.