TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, announced the launch of Tax Intelligence. This new capability helps financial advisors identify tax-efficient security contributions and use DAFs to drive better wealth outcomes for their clients.

This innovation marks a major step in enabling advisors with real-time answers to strategic tax planning questions. While tax loss harvesting is routine, tax gain harvesting remains underutilized by the broader investor population despite being well suited for DAFs. By realizing capital gains intentionally, investors can reset cost basis, reduce concentrated positions, or enhance their overall tax strategy while also giving charitably. This is a particularly effective strategy especially during years where a client may have liquidity events.

With Tax Intelligence, advisors can, in-real-time, proactively address questions such as "Who stands to benefit most from opening a DAF?" while also helping their clients answer questions such as ""Which part of my portfolio should I donate to a DAF?". The platform analyzes client holdings and generates tax-efficient security contribution proposals. These recommendations account for variables like portfolio deviation and restricted security lists, giving advisors a sophisticated, personalized way to engage high and ultra high net worth families, especially as advisors discuss these topics towards the year end.

"Engaging clients and their families through philanthropy can help advisors grow their business in several ways, and with Tax Intelligence, we're adding one more growth driver," said Paul Lussow, CEO at TIFIN Give. "while at the same time, equipping advisors with an important engine to better serve their clients."