Who We Serve
Built for every corner of the
philanthropic ecosystem
01 — Institutional Sponsors
Community Foundations
GiftingNetwork is the technology backbone for community foundations running donor-advised fund programs. We provide the SaaS platform, back-office operations, and advisor-channel distribution that let foundations serve donors more deeply and compete on a level playing field with national commercial DAF providers. Foundation For The Carolinas is among our recent implementation wins.
02 — Faith & Mission
Jewish Federations & Religious Foundations
Jewish federations and faith-based foundations have distinct requirements — donor stewardship, mission-aligned grant recommendations, endowment management, and community engagement. GiftingNetwork's platform is designed to accommodate these nuances while delivering a modern, branded digital experience to your donors.
03 — Mission-Driven Institutions
Healthcare, Universities, Arts & Conservation
Hospitals and health system foundations, universities, arts organizations, and conservation groups all share a common challenge: running sophisticated philanthropic programs with limited administrative capacity. GiftingNetwork provides the operational infrastructure, grant management workflows, and donor engagement tools these organizations need — whether supporting grateful patient programs, endowed scholarship funds, annual arts campaigns, or conservation grantmaking. Purpose-built for institutions where the mission is everything and overhead should be minimal.
04 — Wealth Management
Financial Advisors & Wealth Managers
We give financial advisors the tools to make charitable planning a seamless part of their client relationships — directly within the platforms they already use. Deep integrations with Orion and Envestnet put DAF access, tax-smart giving strategies, and impact reporting at advisors' fingertips, without disrupting existing workflows.
05 — Private Philanthropy
Private Foundations
Many wealth management firms have clients with private foundations — and those foundations often run on outdated systems, manual processes, and overstretched staff. GiftingNetwork provides private foundations with the operational infrastructure, grant management workflows, and compliance reporting tools to run a professional philanthropic operation without the overhead of building it in-house. For wealth managers already serving foundation clients, we become the back-office layer that makes those relationships stickier and more valuable.
06 — Endowments & Foundations Channel
Advisors to Nonprofits & Institutional Sponsors
A small but growing segment of financial advisors work primarily in — or are expanding into — the endowments and foundations channel. These advisors don't just serve individual donors: they advise the nonprofit organizations themselves, helping community foundations, federations, and mission-driven institutions make decisions about investment strategy, platform infrastructure, and program design. For these advisors, GiftingNetwork opens a distinct institutional opportunity. By introducing a nonprofit client to the GiftingNetwork platform, the referring advisor can negotiate to have their firm's investment-managed products set as the default investment options across the sponsor's entire fund lineup — from day one of onboarding. Every new donor fund launched at that sponsor defaults to the advisor's managed products. The advisory fee relationship operates at the sponsor level, not the individual donor level, and grows as the sponsor's program grows.
