TIFIN Give is excited to introduce a first-of-its-kind capability that integrates tax gain harvesting directly into the giving experience.

Exclusive to our platform, the Tax Intelligence feature helps advisors uncover tax savings opportunities for their clients while driving new philanthropic assets. By combining wealth optimization with giving, advisors are empowered to improve financial outcomes and receive real-time solutions to complex planning scenarios, from managing concentrated positions to navigating liquidity events.

After connecting your custodian to TIFIN Give, Tax Intelligence will analyze your client accounts and identify those most likely to benefit from opening or funding a DAF. Get the answers to strategic questions such as:

To get started using the new Tax Intelligence feature, click the green banner at the top of the screen immediately upon logging into your account.

Alternatively, you may initiate the Tax Intelligence onboarding flow by navigating to the Manage Clients page, then clicking Activate Tax Intelligence.

Either of these methods will pull up a window prompting you to securely connect your custodian account to TIFIN Give. As a reminder, your credentials are encrypted, and we never store your sensitive information.

Select your custodian from the drop-down menu, enter your account number, then click Add Account. You may add any number of custodian accounts at this point. When you're finished, press Submit to proceed.

Once your custodian has been synced, it will appear under Connected Custodians on the Manage Clients page. For newly-added custodians, you must click Review and Sign to provide a digital signature via DocuSign. If you wish to add more custodians in the future, you may do so from here as well.

The Tax Intelligence engine will regularly analyze your synced accounts, trying to identify tax savings opportunities for your clients. If you wish to adjust your inputs or apply constraints to the tax optimizer, you may do so by clicking the Inputs button.

Note that the Tax Intelligence engine will apply these constraints across your entire book of business.

To use the Tax Intelligence tool, click Manage Clients on the left sidebar.

Once you've connected your custodian(s), the Manage Clients page will highlight which of your clients can reduce their tax burdens the most by opening a DAF, based on TIFIN Give’s analysis. You'll also see their portfolio values and unrealized capital gains.

When you're ready to take the next step, quickly and easily generate a DAF proposal by clicking the Proposal button.

TIFIN Give's DAF proposals are modular, making them easy to review, customize, and send to your clients. The following components can be mixed and matched based on your needs or preferences:

To remove a component from your client proposal, simply click the x button in the upper-right-hand corner.

To tailor your proposal further, you may apply custom constraints to your client's portfolio analysis by clicking Adjust Constraints at the bottom of the page.

On this page, you will be prompted to define a scenario for the Tax Intelligence engine. Start by specifying either a donation or savings amount, then add some constraints.

When you're finished adding constraints, click Optimize to return to the proposal builder.

Review your proposal, then click Generate Proposal at the bottom of the page to print or download a copy of your new DAF proposal!

To analyze a specific client's tax situation, start by scrolling to the bottom of the Manage Clients page and clicking on the Clients without DAFs tab.

Locate the client you're interested in by using the search bar or scrolling through the list manually. Then, click Optimize Taxes next to the client's name.

Note: The client must have appreciated securities in their linked account to be eligible for optimization.

After clicking Optimize Taxes for an eligible account, you'll be prompted to select one of two tax scenarios:

Then, you have the option to add any of the following constraints to the tax optimizer's analysis:

When you're finished, click Optimize to run the Tax Intelligence engine and start generating a DAF proposal for your client.

On this next page, you can review your results and make adjustments if you wish.

When you're satisfied, click Preview Proposal to move on to proposal customization.