Explore the Giving Page
From the homepage, click on "Give" in the left-hand navigation menu.
Use the search bar Explore Charities to filter charity results:
Search over 1.5 million charities
Flag your favorite
Start a giving campaign
Explore different causes to support
While searching for a charity, you’ll be able to view all the necessary information, including the name, address, and EIN number.
On the Explore Charities page, you can also view your favorite organizations and discover new charities you might like based on your activity and the causes you support.
By scrolling to the bottom of the Explore page, you’ll find the "Browse by Cause" section. Clicking on a specific cause will take you to a page featuring a variety of organizations that support that cause—helping you find charities you may be interested in donating to.
You can access other causes from the top right corner of this page.
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:
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 on that charity and select give in the left up corner
Or, you can go to the "Make a Grant" tab in the left-hand menu and enter the charity’s name directly there.
Enter the One-time Gift amount, gift submission date, and enter a Purpose for your grant,
Ensure the gift is NOT used for personal gain such as:
Once you click "Compile," you’ll be taken to the "Review and Confirm Your Grant" tab. Check the box to certify that the grant submission complies with the TIFIN Give Program Guidelines, and select whether you'd like the grant to be sent anonymously.
If you notice that the address listed on the platform is incorrect, simply click “Spot an error? Help us stay up to date” to notify us—this helps prevent the grant from being sent to the wrong address.
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.
Accessing Your Grant History
To check your grant status, go to your Home screen and click on "Recent Transactions" in the top left corner under your fund balance. Once clicked, you'll be able to see a full list of all your grants.
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
To filter by date, use the "Select Date Range" bar to view the grants within your chosen timeframe.