Skip to main content

Make a Grant to a Charity

Updated over 4 months ago

Explore the Giving Page

On the homepage, click Give in the top navigation bar:

Use the search bar and icons to filter charity results:

  • Search over 1.5 million charities

  • Flag your favorite charities for quick access during repeat granting

  • Start a family campaign

  • Explore different causes to support

Scroll down to pick up where you left off and explore recently viewed charities:

Submitting a One-Time Grant

Making a grant to charity through a Donor-Advised Fund (DAF) is a simple and tax-efficient way to give. Here’s how the process works:

  1. Navigate to the Give tab. Use the Search Bar, Favorites, or Explore new charities within the platform. Once you have selected your desired charity > click Give in the top right corner.

  2. Enter the One-time Gift amount, gift date, and enter a Purpose for your grant, which includes many options such as “In honor of”, “Missionary Support”, “Special Project Fund” and many others.

    1. If “Other” is selected, provide a detailed reason for the purpose in which the grant funds should be used.

  3. Ensure the gift is NOT used for personal gain such as:

    • Tuition

    • Membership fees

    • Dues

    • Admission to charitable events

    • Goods bought at auction

    • Organizational pledge

    • Lobbying

    • Political contributions

  4. Check the box to certify that the grant submission meets the TIFIN Give Program Guidelines

Set Up Recurring Grants

Follow the same steps as a one-time gift, however, select Recurrent when choosing the frequency of your grant. Add a start date, end date, and frequency for the recurring gift:

Let's say you want to grant to a charity on the last day of every month, this would be the date the grant recommendation was received. From there, it's about a 3 day process for completing and processing the grant.

Charity-Specific Donation History

To view the grant history for a specific charity, navigate to the charity's profile page. Towards the bottom of the page, you will see the Grant History for this charity, along with the Total Grants made, dollar amount of all grants, and a history of each individual grant.


Use the filter to narrow down your grants to a specific status or year:

Use the downward facing arrow to download the grant history.
​

This will allow you to easily save your grant history as an Excel file on your device for easy access and management.

Accessing Your Grant History

To check your grant status, click the Grant History button located on the Give page or via the package icon in the top right corner of your platform.


​From here, you can:

  • View all recently submitted grants along with the status of each grant

    • You can also cancel a grant that has been submitted but not yet processed.

  • Managed Scheduled Grants to edit the grant note or delete the grant

  • Approve Grants that are pending an attestation

Did this answer your question?