Tifin Give Inc

Item 5 – Fees and Compensation

 A.        Fee Schedule

The fees and compensation payable to TIFIN Give, and the timing of their payment, are
negotiable and vary among its Clients depending on the nature of the services that the Client receives
from TIFIN Give and in accordance with the Client agreement. Clients with account balances less
than or equal to $1,000,000 will be subject to an Administrative, Technology and Services Fee
(“Service Fee”) that is billed to the Client i n a r r e a r s on a monthly or quarterly basis calculated
based on the average daily balance of the DAF account. The Service Fees on these balances are
generally 30 basis points per annum calculated daily based on the asset value of the DAF
account. Clients will also be subject to an investment management fee (the “Management Fee”)

in exchange for investment management and trade execution services that is billed to the Client
on a monthly or quarterly basis. Management Fees are generally 10 basis points per annum
calculated daily based on the asset value of the DAF accounts.

Clients with account balances more than $1,000,000 will be subject to a Service Fee that is
billed to the Client on a monthly or quarterly basis calculated daily based on the average daily
balance of the DAF account. The Service Fees are generally 10-20 basis points per annum calculated
daily based on the asset value of the DAF account.

Clients will also be subject to a Management Fee in exchange for investment management and trade
execution services that is billed to the Client on a monthly or quarterly basis. Management Fees are
generally 3.34 basis points per annum calculated daily based on the asset value of the DAF
accounts.

Clients will also be subject to a sub-advisory fee (the “Sub-Advisory Fee”) which is paid to the DAF
Adviser and is billed to the Client on a monthly basis. Sub-Advisory Fees generally range from 0-
100 basis points per annum billed to the Client on a monthly basis calculated daily based on the
asset value of the DAF account. Sub-Advisory Fees are separate and distinct from the fees paid to TIFIN
Give. For more details on the Sub-Advisory Fee and the services of the DAF Adviser, please refer to the
DAF Adviser’s Form ADV disclosure brochure.

TIFIN Give will also charge third party users a software as a Service (“SAAS”) based fees for the
technology platform. This includes a one-time implementation fee and an ongoing subscription
fee. This fee is billed directly to the clients on annual basis.

TIFIN Give does not currently receive any incentive-based compensation from Clients. TIFIN Give’s
compensation is negotiable, and TIFIN Give may, in its sole discretion, elect to waive or modify any
fee or compensation with respect to any Client, without entitling any other Client to a waiver
or modification.

 B.      Payment of Fees

 Fees are billed to each Client’s account on a monthly or quarterly basis calculated at the end of
 each month based on the average daily balance of the DAF account during the period.

 C.      Fees and Expenses

TIFIN Give’s fees are exclusive of brokerage commissions, transaction fees and other related
costs and expenses which shall be incurred by the Clients. TIFIN Give’s fees do not include any custodial
or brokerage expenses that a Client’s custodian or broker may charge. Clients will typically
pay transaction and/or custodial expenses in connection with implementing any of TIFIN
Give’s recommendations. These transaction and/or custodial expenses vary and are based on
the Client’s agreement with their account custodian and/or broker-dealer.

Fees paid to TIFIN Give for investment advisory services are separate and distinct from the fees and
expenses charged by the ETFs and/or mutual funds in which a Client’s assets are invested. The ETFs
and/or mutual funds charge their own separate management fees and bear other expenses, as
described in each fund’s prospectus. TIFIN Give does not earn or receive a portion of such fees.

 D.      Prepayment of Fees

 TIFIN Give does not require the prepay of fees for advisory services.

For the technology platform, TIFIN Give may charge up-front a SAAS-based implementation fee
and ongoing subscription fee for technology service only and not investment services.

 E.     Outside Compensation for the Sale of Securities

Neither TIFIN Give nor its supervised persons accept compensation for the sale of securities or other
securities outside of its association with TIFIN Give.

Item 7 – Types of Clients

TIFIN Give’s Clients are the DAF sponsors. Through its Platform, TIFIN Give provides investment
advisory services with respect to charitable assets that have been allocated to DAFs by Donors.
TIFIN Give provides advice to the DAF sponsor through recommendations and/or advice regarding
Model Portfolios. TIFIN Give does not provide any advisory services to retail clients.

Following regulations regarding charitable contributions set forth in the Internal Revenue Code of
1986, as amended, contributions to DAFs become the sole property of the applicable DAF Sponsor.
All DAF contributions are both irrevocable and unconditional. Once contributions are accepted,
they are not refundable and become assets owned and held by the DAF Sponsor and are subject to
the exclusive legal authority and control of the DAF Sponsor as to their use and distribution. Thus,
TIFIN Give’s clients are DAF Sponsors, not the DAFs themselves or the donors.

TIFIN Give does not impose a minimum account size. Clients are not required to have a certain
amount of investment experience or sophistication. Generally, similar terms will apply to Clients,
though certain Clients may have terms that differ or are more favorable than those for other
Clients.