GN Philanthropic Platform

Where Wealth Management
Meets Sophisticated Giving

GiftingNetwork brings donor-advised funds, charitable trusts, and pooled fund solutions to nonprofits, DAF sponsors, and the wealth management ecosystem, distributed through the Orion and Envestnet advisor networks, bringing the full range of charitable planning strategies to every advisor's client conversations.

Explore the Platform Who We Serve →
200K+
Advisors in the Orion
& Envestnet networks
3-Sided
Marketplace: sponsors,
advisors & donors
Custodian
Agnostic
Works with your preferred
custodian
#1
Donor experience
in the DAF industry
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Strategic Partnerships

Built on the industry's most powerful integrations

GiftingNetwork is distributed through the two largest advisor networks in wealth management, connecting institutional sponsors directly into the advisor relationships where charitable planning decisions are made.

200K+
Financial advisors reached through our live distribution partnerships with Orion and Envestnet
Advisor Network
Orion Advisor Solutions
Full CRM and portfolio integration reaching 100,000+ financial advisors. White-labeled DAF experiences available directly within Orion advisor workflows, no context switching required.
● Live Integration
Advisor Network
Envestnet
Wealth platform integration distributing charitable planning tools across broker-dealer and RIA channels nationwide. GiftingNetwork is a named philanthropic partner of the Envestnet network.
● Live Integration
Custodian
Goldman Sachs Custody
Institutional custodial services and asset management for DAF assets held within the GiftingNetwork platform. Provides the institutional-grade custody infrastructure sponsors and advisors expect.
● Live
Charitable Partner
Charitable Solutions LLC
Specialist in complex gift acceptance and charitable planning strategies for non-standard assets and sophisticated donors.
Partner
Charitable Partner
Dechomai Foundation
Dedicated DAF sponsor for complex non-cash assets, real estate, restricted stock, and private equity, before proceeds transfer to the donor's chosen sponsor.
Partner
Charitable Partner
Planned Giving Interactive
Planned giving education tools and advisor resources supporting charitable estate planning conversations across the GiftingNetwork ecosystem.
Partner
Technology Integrations
Salesforce CRM
Black Diamond Trust
Blackbaud
NetSuite
Greenhill
Fidelity Custody
Schwab Custody
The Platform

Purpose-built infrastructure for
institutional philanthropy

GiftingNetwork provides the technology, administration, and network that community foundations, religious organizations, healthcare foundations, and institutional DAF sponsors need to run world-class giving programs, without the cost and complexity of building it themselves.

⭐
Best-in-Class Donor Experience
The most intuitive, beautifully designed donor experience in the DAF industry. Every touchpoint, from onboarding to grant recommendation to impact reporting, is built for the donor, not the administrator.
See the Donor Experience
🏛️
GiftingNet, DAF Sponsor Platform
Full-featured SaaS for institutional DAF sponsors. Manage donor accounts, investment pools, grant workflows, and reporting, all under your brand.
Learn about GiftingNet
🔗
DAF Network
Our multi-custodian network connects sponsors to 200,000+ advisors through live integrations with Orion and Envestnet. One network. Every advisor.
Explore the Network
⚙️
Philanthropic Back Office
Fully outsourced DAF administration, fund accounting, gift acceptance, IRS compliance, and disbursement, so your team focuses on relationships, not operations.
View Back Office Services
✅
Grant Administration
End-to-end grant lifecycle management from donor recommendation through vetting, approvals, and disbursement. Supports competitive grants, scholarships, and discretionary grantmaking.
Grant Administration Details
🎨
Donor Portals
Branded white-label donor portals and mobile apps under your organization's identity. Personalized dashboards, impact reporting, and seamless giving experiences, your brand, not ours.
See Portal Features
Who We Serve

Built for every corner of the
philanthropic ecosystem

Whether you run a community foundation, advise high-net-worth clients, or manage a private foundation, GiftingNetwork provides the infrastructure to modernize your giving program.

01, Institutional Sponsors
Community Foundations & Mission-Driven Institutions
GiftingNetwork powers DAF programs for community foundations, Jewish federations, healthcare foundations, universities, and arts and conservation organizations. We provide the SaaS platform, back-office administration, and advisor-channel distribution, so sponsors compete on a level playing field with national commercial DAF providers.
DAF Sponsor Platform White-Label Portals Back Office Grant Administration
02, Wealth Management
Financial Advisors & Wealth Managers
We give advisors the tools to make charitable planning a natural part of every client conversation, directly within Orion and Envestnet, the platforms they already use. DAF access, tax-smart giving strategies, and impact reporting at their fingertips without changing their workflow.
Orion Integration Envestnet Integration Client Giving Plans 200K+ Advisors
03, Private Philanthropy
Private Foundations
Private foundations often run on outdated systems and overstretched staff. GiftingNetwork provides the operational infrastructure, grant management workflows, and compliance reporting they need to run a professional philanthropic operation, without the overhead of building it in-house. For wealth managers serving foundation clients, we become the back-office layer that deepens and extends those relationships.
Grant Administration Compliance Reporting Back Office Foundation Operations
The DAF Network

A multi-custodian network
built for institutional scale

Our DAF Network is the connective tissue between institutional sponsors, financial advisors, donors, and custodians. Unlike siloed solutions, GiftingNetwork operates a true marketplace, giving sponsors distribution reach and advisors a platform to bring charitable planning to every client conversation.

🏦
Multi-Custodian Architecture
DAF assets custodied at Fidelity, Schwab, and Goldman Sachs Custody, with a flexible architecture designed to onboard additional custodians as the network grows.
🤝
Advisor Channel Distribution
Distributed through the Orion Advisor Solutions and Envestnet networks, putting charitable planning at the fingertips of every RIA and broker-dealer relationship in both ecosystems.
🔒
Sponsor-Branded, Advisor-Friendly
Sponsors maintain their brand. Advisors work in their native platforms. Donors see a seamless experience. Every layer is designed for the relationship that matters most in that moment.
How a gift moves through the network
👤
Donor
Decides to give, engages their financial advisor
gift instruction flows through advisor
💼
Financial Advisor
Manages the relationship, the assets, and the giving strategy, via Orion, Envestnet, and other platforms
routed through the platform
GiftingNetwork
Processes, routes, and administers, custodian-agnostic infrastructure connecting the ecosystem
held, invested & administered
🏛️
DAF Sponsor
Community foundation, federation, or institutional sponsor holds the fund and approves grants
grant disbursed to charity
❤️
Nonprofit / Charity
Receives the grant, impact delivered
Are You a DAF Sponsor?
Join the GiftingNetwork
DAF Network

Community foundations, Jewish federations, healthcare foundations, and other institutional DAF sponsors are joining the network to access 200,000+ financial advisors, increase donor assets under management, and compete with national commercial DAF providers, on their own terms.

✓ Distributed through Orion & Envestnet advisor networks
✓ Keep your brand, your donors, your assets
✓ Compete with Fidelity Charitable & Schwab Charitable
✓ Purpose-built technology, not repurposed software
Apply to Join the Network →
Wall Street Partnerships

The charitable giving layer
for wealth management

We integrate directly into the platforms that wealth managers already use, becoming the philanthropic infrastructure they never had to build.

200K+
Registered investment advisors and financial planners reached through our distribution partnerships with Orion and Envestnet
Orion Advisor Solutions
Full portfolio & CRM integration
Live
Envestnet
Wealth management platform integration
Live
Goldman Sachs Custody
Custodial services & asset management
Live
Black Diamond Trust
Portfolio reporting & client portal
Integrated
Salesforce
CRM & relationship management
Integrated
Philanthropic Partners
Charitable Solutions LLC
Complex gift acceptance & charitable planning
Partner
Dechomai Foundation
Specialist sponsor for complex non-cash assets
Partner
Planned Giving Interactive
Planned giving education & advisor tools
Partner
📋
Native Platform Integration
DAF recommendations, charitable giving plans, and donor account views available directly within Orion and Envestnet advisor workflows, no context switching required.
💰
Tax-Smart Giving Strategies
Give advisors the tools to present bunching strategies, appreciated asset gifting, QCDs, and complex asset contributions to clients at the right moment in the planning cycle.
📈
Investment Policy Alignment
DAF investment pools aligned with advisor firm IPS requirements. ESG, impact, and mission-aligned options available for sponsors who want to differentiate on values-based giving.
📡
Real-Time Reporting
Advisors and sponsors see live DAF balances, grant activity, and asset performance. Our AI-powered reporting engine answers questions in plain language, instantly.
🔐
Institutional Compliance
IRS compliance, 501(c)(3) verification, gift acceptance policies, and UPMIFA-aligned investment governance, built into the platform from the ground up.
🌐
Complex Asset Giving
Publicly traded securities contribute directly to the donor's DAF sponsor. For complex non-cash assets, real estate, restricted stock, private equity, and similar, GiftingNetwork routes the gift through Dechomai Foundation, a specialist complex-gift sponsor. Once received and liquidated, the proceeds move into the donor's DAF, managed by their financial advisor.
● New Product Line
GiftingPension

Long-term income for
younger clients,
powered by giving

GiftingPension gives wealth management firms a compelling new tool: Pooled Income Funds (PIFs) structured specifically for younger, high-net-worth clients. Clients contribute assets today, receive income for life, and ultimately direct the remainder to charity, creating a lifelong philanthropic and financial planning touchpoint for the advisor relationship.

✓
Income for life from day one. Younger clients contribute assets to the PIF and immediately begin receiving pro-rata income distributions based on the fund's investment return, a genuine long-term income stream, not a hypothetical future benefit.
✓
The advisor manages the investment pool. Unlike most charitable giving vehicles, the financial advisor retains management of the pooled assets, building a long-term investment relationship that spans the full duration of the PIF, often decades. It's among the stickiest AUM an advisor can hold.
✓
Deepens advisor relationships early. PIFs create a decades-long engagement between advisor, client, and the charitable mission, locking in relationship continuity across generational wealth events.
✓
GiftingNetwork handles the infrastructure. Fund administration, investment pooling, IRS compliance, income distributions, and reporting, all managed through our platform so wealth management firms offer PIFs without operational overhead.
How It Works
1
Younger client contributes assets to the PIF
Cash, securities, or appreciated assets, receives immediate partial tax deduction
2
Assets are pooled & professionally invested
GiftingNetwork manages fund administration, IRS compliance & reporting
3
Client receives income distributions for life
Pro-rata share of fund earnings, a genuine long-term income stream
4
Remainder passes to charity at end of life
Client designates the charitable beneficiary, mission fulfilled
Offer PIFs to your younger clients, without the overhead.
GiftingPension is designed for wealth management firms and financial advisors who want to bring Pooled Income Funds to a new generation of philanthropic clients. GiftingNetwork handles all administration, you deepen the relationship.
Talk to Our Team Explore GiftingPension →
Industry Insights & News

What's happening in
philanthropic finance

Partnership Announcement Business Wire
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
White-labeled donor-advised fund solutions are now available to Orion advisors through GiftingNetwork's integration, enabling firm-branded DAF experiences backed by a growing network of sponsors and charities, with mobile-first technology built for modern wealth management.
August 18, 2025 Read Press Release →
Partnership Announcement Envestnet Newsroom
GiftingNetwork Joins Envestnet as Philanthropic Partner to Expand Charitable Solutions for Advisors
GiftingNetwork is selected by Envestnet as a philanthropic partner, integrating DAF and charitable planning tools directly into the Envestnet platform and broadening access for financial advisors nationwide.
May 2025 Read Press Release →
Insights & Thought Leadership
Thought Leadership
The Competitive Threat to Fidelity Charitable: Why Community Foundations Are Fighting Back
December 2025
Product
Introducing GiftingPension: Pooled Income Funds for the Next Generation of Philanthropic Clients
November 2025
Compliance
Complex Asset DAF Contributions: What Sponsors Need to Know in 2026
October 2025
"The philanthropic infrastructure powering charitable giving in America was too fragmented and too expensive for the organizations doing the most important work. We built GiftingNetwork to change that."
Eric Swerdlin, Founder & CEO, GiftingNetwork
About GiftingNetwork

Built by people who believe
philanthropy deserves better tools

Founded on a simple conviction: the infrastructure powering charitable giving in America was too fragmented, too expensive, and too inaccessible to the organizations doing the most important work.

Headquartered in Morristown, New Jersey with operations in the US and India, GiftingNetwork is an independent, founder-led company, built to serve institutional sponsors, advisors, and donors without the conflicts that come from being owned by the commercial players we compete against.

01
Sponsor-First
Built for the institutional sponsor, not the commercial provider.
02
Independent
Founder-led and accountable only to those we serve.
03
Infrastructure
The operating system beneath the philanthropic ecosystem.
04
Built to Scale
Complex enough for large foundations, accessible for emerging sponsors.
GiftingNetwork Headquarters, 89 Headquarters Plaza, Morristown NJ
Headquarters
89 Headquarters Plaza, Suite 1446 · Morristown, NJ 07960
973.984.8200  ·  info@giftingnetwork.com
Our People

The team behind the platform

Decades of institutional experience in philanthropy, finance, and technology, united around a single mission.

Executive Leadership
Eric Swerdlin
Eric Swerdlin
Chief Executive Officer

Founded and led Swerdlin White Huber, acquired by Bank of New York in 1999. Three decades of planned giving administration expertise.

Anurag Gaur
Anurag Gaur
Chief Technology Officer

20+ years enterprise software at Axioma and Mahathi Software. Architects highly scalable platforms for complex financial ecosystems.

Advisory Board
Tirdad Shojaie
Tirdad Shojaie
20+ years fintech and management consulting. Guides platform strategy for advisors and HNW investors.
Mitchell Kane
Mitchell Kane
27 years strategic leadership at Ingersoll Rand and Vanderbilt Industries.
David Teicher
David Teicher
Institutional financial services and strategic advisory expertise.
Rob Harteveldt
Rob Harteveldt
Senior roles at Goldman Sachs, Jefferies, and Bear Stearns. Ensures platform meets rigorous institutional standards.

Ready to modernize
your giving program?

Whether you're a community foundation, a wealth management firm, or a philanthropic institution
ready to compete, we'd love to show you what GiftingNetwork can do.

Request a Demo Contact Our Team →