A. Description of the Advisory Firm Louise Giving Technologies, LLC (d/b/a TIFIN Give), , was formed on June 25, 2020. On November 27, 202, Louise Giving Technologies, LLC converted to a corporate form, as TIFIN Give Inc. (“TIFIN Give”) pursuant to section 265 of The Delaware General Corporation Law. TIFIN Give is registered with the United States Securities and Exchange Commission (“SEC”) under Rule 203A-2(e) of the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and therefore conducts business solely through a proprietary web-based advisory platform (the “Platform”). TIFIN Group LLC (“TIFIN”) owns TIFIN Give. Dr. Vinay Nair is the Chief Executive Officer of TIFIN. B. Types of Advisory Services TIFIN Give provides advisory services to the 501(c)(3) sponsors (“DAF Sponsor” or “Client”) of donor-advised funds (“DAFs”). The individual or entity (“Donor”) which establishes the DAF with the DAF Sponsor may choose to designate their own investment adviser (each, a “DAF Adviser”). TIFIN Give’s Platform is designed for supporting philanthropy by offering DAF Sponsor approved investment model portfolios (hereinafter defined) which allow a DAF to align its investment portfolio (or a portion thereof) with the values that drive the DAF’s charitable giving. TIFIN Give’s Platform helps facilitate charitable giving for DAFs by streamlining the identification of, and donation to, various 501(c)(3) charities. It is up to the DAF Adviser or the Donor to review and select what charities they would like to allocate the DAF’s charitable gifts towards. The Platform provides services in two ways: (1) offering a model marketplace of DAF Sponsor approved core investment models; including the ability for DAF Adviser to upload custom models which fall within the approval guidelines of DAF Sponsor and (2) TIFIN Give has developed cause - specific thematic investment models used to personalize the DAF investment allocations to reflect the DAF’s unique charitable goals (each defined as a Model Portfolio and collectively referred to as “Model Portfolios”). TIFIN Give

does not consider any other data in furnishing investment recommendations. Users of the website, including DAF Advisers, must make their own suitability and risk determinations in light of their knowledge of the Donor and the Donor’s charitable giving aims. Through its Clients, TIFIN Give seeks to enable DAFs to offer personalized investment options and/or advice regarding Model Portfolios that align with their charitable goals. Clients grant DAF Advisers or other DAF representatives’ access to the Platform to (1) recommend suitable core investment models for their associated DAF, to include cause-specific investment models exposure and (2) generate charitable giving profiles for their associated DAF. TIFIN Give assists Clients in offering approved investment models and trading execution of the approved models. TIFIN Give may enter into partnerships with and receive sponsorship fees from third party fund managers (“Fund Sponsors”). Under these arrangements, Fund Sponsors of Model Portfolios (“Sponsored Funds”) pay TIFIN Give sponsorship fees in order to enhance the visibility of their Sponsored Funds on TIFIN Give’s platform. As an internet adviser, TIFIN Give provides its investment advisory services to Clients solely through its website (available at https://app.meetlouise.com/auth). Clients direct DAF Advisers or other DAF representatives to the website. C. Client-Tailored Services and Client-Imposed Restrictions Advisory services are tailored to assist Client’s in achieving each DAF’s charitable giving objectives and other aims identified by the Client or DAF Adviser. TIFIN Give currently offers investment recommendations only with respect to Model Portfolios, but may in the future provide investment recommendations of other types of securities. D. Wrap Fee Programs TIFIN Give does not participate in wrap fee programs. E. Amounts Under Management TIFIN Give has the following assets under management as of 12/31/2023: Discretionary Amounts: Non-Discretionary Amounts: Total Firm Assets: $2,712,668.66 0 $2,712,668.66