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. The following steps will help guide you through the initial funding of your DAF.

Click Manage Clients at the left side of your navigation bar to view all your client DAFs and click "View as a client"
Select any client and click Add Funds from their homepage:
- 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 Give
Follow the step-by-step instructions to begin the contribution process to fund your client's DAF.

Add Cash using a connected Bank Account

To connect Give with your Bank Account, TIFIN partners with Plaid for an effortless and secure connection.

Credential-based login to connect with ~8,000 financial institutions.
2,000+ additional financial institutions which don’t offer credential-based connectivity.

Click Add Funds > Select Bank Account

Follow the steps to connect with the financial institution of your choice. You will be redirected to the 3rd party site to input your credentials. Upon successful connection you will not need to re-login going forward.

Set up a Recurring ACH Bank Contribution

Once your Bank Account is connected using Plaid, navigate back to the Add Funds > Bank Account

You’ll see your default bank account listed. From there, enter the contribution amount and choose a frequency—monthly, quarterly, or annually—to set up a recurring contribution.

To change your default account, simply click Manage Account under the current default.

This will take you to the My Account page, where you can update and select a new default account.

Credit Card Contribution

To connect TIFIN Give with your credit card account, TIFIN partners with Stripe for an effortless and secure connection. Please note that only client's can add funds to their DAF via Credit Card. Advisors cannot add a credit card contribution on behalf of their clients.

Click Add Funds > Credit Card

Setting Up a Recurring Credit Card Contribution

Once your credit card is connected using Stripe, navigate back to the Contribute page > Add Funds > Add Cash Using Credit Card

You will see any connected and verified credit cards on the left side:

Fill in the Contribution Amount, Frequency of your recurring contribution, and the Start Date. Check the box and Agree to the Terms & Conditions > Click Submit. Your recurring contribution will show up under Credit Card Contributions.

Add Cash Via Wire Transfer

To fund your DAF via wire transfer, click Add Funds on the Overview page or on the Contribute page:

Select Wire Transfer.
- The platform will automatically populate the necessary fields to submit a US Dollar wire from your external account.
- Note: the DAF Sponsor is The GiveClear Foundation (EIN #81-3222963)
Select the originating account holder making the contribution for tax receipt purposes. Include the Intended Contribution Amount and check the box to acknowledge intent the contribute.

After clicking Continue, you’ll see instructions to log into your bank or external institution to initiate the wire transfer using the details provided on the screen. Once you’ve completed the transfer from your bank, click Complete Transfer to confirm you've followed the steps.

Please note that with every contribution there will always be two steps: entering the details on the platform, and initiating the transfer from the external party.

Contribute Stocks or Securities

To contribute securities, including appreciated securities to you DAF, click Add Funds on on the Home-page and:

Select Public Securities. The platform automatically populates the necessary fields to submit a securities transfer from your external account.

Note the DAF Sponsor for the program is the GiveClear Foundation (EIN #81-3222963)
Select the originating account holder making the contribution for tax receipt purposes.
- Input the Security Details: Custody Platform / Broker, Ticker Symbol, Share Quantity.
- Click Add. You may repeat this process to add multiple securities for contribution.
- Check the box to acknowledge intent to contribute
Setup standing instructions with your custodian to initiate the transfer of securities.
Submit the third party transfer request from the custodial account (Fidelity or Schwab).

DTC instructions for Fidelity

DTC instructions for Schwab

After clicking Continue, log into your external institution to initiate the security transfer using the details provided. Once done, click Complete Transfer to confirm you've initiated the transaction.

Once that’s done, you can view your pending contribution by clicking Recent Transactions and next searching for Contributions section.

Common Contribution Questions (FAQs)

What ticker do I use when contributing a cash position from a brokerage account?

$CASH

I sent my security contribution awhile ago and I'm not seeing it added to my DAF balance on TIFIN Give. Why is that?

Please make sure that you have entered the contribution details within TIFIN Give. If we do not have those details, we will not be able to reconcile the contribution to the appropriate DAF account.
Please login to TIFIN Give and complete the intent to contribute in order for the contribution to reconcile properly.
The steps above in this article explain how to contribute funds between cash, stocks, funds, ACH, and credit cards.

What if the details were not entered into the Give platform for your contributions?

If the details weren’t entered, the contribution will not be reconciled because we cannot match the funds. As for the securities, we cannot sell them until the details are entered on the platform.
Please login to TIFIN Give and complete the intent to contribute in order for the contribution to reconcile properly.
The steps above in this article explain how to contribute funds between cash, stocks, funds, ACH, and credit cards.

Setting up Fund Contributions