TIFIN Give Works With Canterbury Consulting to Expand Strategic Philanthropic Planning Capabilities

By integrating these offerings into the TIFIN Give ecosystem, advisors who custody donor-advised fund assets on the platform will gain the ability to allocate charitable capital into diversified private market strategies, reflecting a shared belief that philanthropic capital deserves the same investment discipline applied to endowment and foundation pools.

“At Canterbury, our role is to serve as trusted fiduciaries, ensuring every element of a client’s portfolio is aligned with their long-term goals,” said Jason Levey, CEO at Canterbury Consulting. “Philanthropy is often a meaningful component of that mandate. Collaborating with TIFIN Give allows us to incorporate donor-advised fund capabilities into our advisory framework with the same discipline and clarity our clients expect — and making our investment programs available to Give’s broader advisor community reflects our shared commitment to bringing institutional-quality solutions to more clients.”

Donor-advised funds continue to grow as a preferred vehicle for charitable capital, reflecting increasing demand for flexible, tax-efficient structures that can integrate with institutional investment oversight and family governance models. By adding Give’s technology-enabled platform and Canterbury’s alternative investment programs, both firms strengthen their ability to support clients whose financial objectives extend beyond returns alone and include long-term stewardship, impact, and legacy planning.

About TIFIN Give

Give, a TIFIN company, is a donor-advised fund (DAF) platform that enables wealth firms to grow assets and strengthen relationships through modern philanthropy. By engaging the next generation, offering unmatched investment flexibility, and integrating tax-efficient strategies, TIFIN Give turns charitable giving into a strategic lever for client retention, acquisition, and expansion.

The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN’s companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AMP, TIFIN Wealth, Give and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.

About Canterbury Consulting

Canterbury Consulting is an independent investment advisory firm founded in 1988 and headquartered in Newport Beach, California. The firm provides consulting and outsourced CIO services to endowments, foundations, healthcare organizations, family offices, and private clients, advising on approximately $24 billion in assets. Canterbury designs and manages customized investment programs grounded in objective advice, disciplined asset allocation, and institutional-quality manager research across public and private markets. The firm also manages a suite of private investment vehicles spanning private equity, private credit, and fixed income, structured to extend institutional access to a broader investor base.

Media Contact

Samantha Davison
TIFIN Give
samantha.davison@tifinamp.com

TIFIN Give does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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