The DAF Network

The connective tissue of
institutional philanthropy

The GiftingNetwork DAF Network is the marketplace that connects institutional DAF sponsors, financial advisors, donors, and nonprofits — on a custodian-agnostic, multi-sided platform built for the way charitable giving actually works. Every sponsor on GiftingNet gains near-automatic access to the network from day one.

Join as a DAF Sponsor Advisor Distribution →
3-Sided
Marketplace connecting sponsors, advisors & donors
Custodian
Agnostic
Works with Fidelity, Schwab, Goldman Sachs, and more
Orion +
Envestnet
Distribution through two of the largest advisor networks
Near-
Automatic
Every GiftingNet sponsor accesses the network from day one
How a gift moves

The advisor is the
delivery layer —
not the donor

Like a delivery network where drivers carry the product to the customer, financial advisors are the intermediary between donors and the DAF ecosystem. Donors engage through their advisor. GiftingNetwork is the infrastructure underneath.

👤
Donor decides to give
A client with philanthropic intent — a liquidity event, year-end tax planning, or ongoing charitable commitments — engages their financial advisor.
→ gift instruction flows through the advisor relationship
💼
Financial advisor manages the strategy
The advisor handles the relationship, the asset selection, and the charitable planning strategy — directly within Orion, Envestnet, or their native platform. GiftingNetwork is embedded in their existing workflow.
→ routed through the GiftingNetwork platform
GiftingNetwork processes & routes
The gift is processed, routed, and administered through GiftingNetwork's custodian-agnostic infrastructure — connecting to Fidelity, Schwab, Goldman Sachs Custody, or whichever custodian the sponsor uses.
→ held, invested & administered at the sponsor
🏛️
DAF Sponsor holds and administers
The institutional sponsor — a community foundation, federation, or healthcare foundation — holds the fund, approves grant recommendations, and administers the charitable program under their own brand.
→ grant disbursed to charity upon approval
❤️
Nonprofit receives the grant
The grant reaches a vetted 501(c)(3) — discovered through the Charitable Catalog, recommended by the donor, or directed through a competitive grants program. Impact delivered.
Why the advisor model wins
Advisors already have the client relationship and the trust. GiftingNetwork doesn't displace them — it gives them the charitable planning infrastructure they need to deepen those relationships and retain assets across generational wealth events.
Advisor-first
Sponsor brand stays front and center
Donors see the community foundation's brand, not GiftingNetwork's. The sponsor owns the relationship. GiftingNetwork owns the plumbing. That's by design.
White-labeled
Complex assets handled
Publicly traded securities go directly to the DAF sponsor. Complex non-cash assets — real estate, restricted stock, private equity — are routed through Dechomai Foundation, a specialist complex-gift sponsor. Proceeds flow into the donor's DAF once liquidated.
Dechomai Foundation
Charitable Solutions & Planned Giving Interactive
Specialized charitable planning expertise and planned giving tools are available through our partnerships with Charitable Solutions LLC and Planned Giving Interactive — extending the network's capabilities into complex gift planning.
Partner network
A true marketplace

Three sides, one network —
every relationship connected

Unlike single-sided platforms built for one constituency, the GiftingNetwork DAF Network is a genuine three-sided marketplace. Value flows in every direction.

01 — Sponsors
🏛️
DAF Sponsors
Community foundations, Jewish federations, healthcare foundations, and institutional sponsors who run donor-advised fund programs. The network gives them distribution reach they couldn't build alone.
✓
Access to advisor distribution networks — Orion & Envestnet
✓
Compete with Fidelity Charitable & Schwab Charitable on even terms
✓
Keep your brand, your donors, and your assets
✓
Custodian-agnostic — works with your existing custodial relationships
✓
GiftingNet platform included — full DAF sponsor technology stack
02 — Advisors
💼
Financial Advisors
RIAs, wealth managers, and broker-dealers who want to make charitable planning a seamless part of client conversations — without disrupting their existing workflow or platform.
✓
Native integration within Orion Advisor Solutions and Envestnet
✓
White-labeled DAF experience — firm-branded giving for clients
✓
Deeper client relationships through charitable planning conversations
✓
Asset retention across generational wealth transfers
✓
Tax-smart strategies: appreciated assets, bunching, QCDs, PIFs
03 — Donors & Nonprofits
❤️
Donors & Nonprofits
Philanthropic individuals who give through their advisor-managed DAF, and the nonprofits who receive those grants — connected through the Charitable Catalog and grant management system.
✓
Branded donor portal — fund balances, statements, giving history
✓
Charitable Catalog — searchable, interest-filtered nonprofit directory
✓
Grant recommendations, complex asset giving, pledge scheduling
✓
Nonprofits manage their own profiles and grant applications
✓
Full grant lifecycle — application to payment to progress report
Custodian-Agnostic Infrastructure

Works with the custodian
you already have

GiftingNetwork's DAF Network is built on a flexible, multi-custodian architecture — not locked to any single custodial relationship. Sponsors work with their preferred custodian, and the network handles the rest.

The custodian-agnostic model means sponsors aren't forced to move assets to qualify for the network. It also means the network can grow with new custodian relationships over time — without disrupting existing sponsors.

🏦
Fidelity Custody
Institutional custodial services
Live
🏦
Schwab Custody
Institutional custodial services
Live
🏦
Goldman Sachs Custody
Custodial & asset management services
Live
+
Additional custodians
Architecture designed to onboard new custodial relationships as the network grows
Advisor Distribution

The advisor
channel —
built in

Distribution through the Orion and Envestnet advisor networks is embedded in the GiftingNetwork platform — not a separate enrollment, not an additional fee, not a negotiation.

200K+
Advisors in the Orion & Envestnet networks — reachable through our platform distribution partnerships
Orion Advisor Solutions
Portfolio management & CRM integration
Live
Envestnet
Wealth management platform integration
Live
Goldman Sachs Custody
Custodial services & asset management
Live
📋
Native workflow integration
DAF access, grant recommendations, and charitable planning tools appear directly within Orion and Envestnet advisor interfaces — no separate login, no context switching.
💰
Tax-smart giving strategies
Advisors can present bunching strategies, appreciated asset gifting, qualified charitable distributions, and pooled income fund options to clients at the right moment in the planning cycle.
🎨
Firm-branded DAF experience
Advisors can offer a white-labeled DAF experience under their firm's brand — deepening the client relationship without ceding the giving experience to a commercial provider.
📈
Asset retention across generations
Charitable planning creates multi-decade client relationships. DAF assets managed through the advisor stay under their oversight — including the ongoing investment management of donor-advised fund balances.
🔐
Institutional-grade compliance
IRS compliance, 501(c)(3) verification, UPMIFA-aligned investment governance, and gift acceptance policies are built into the platform — not bolted on.
📡
Real-time reporting
Advisors and sponsors see live DAF balances, grant activity, and investment performance. The AI-powered reporting engine answers questions in plain language, instantly.
For Advisors with Nonprofit Relationships

Introduce a sponsor.
Earn on the AUM.

Advisors who work with community foundations, Jewish federations, healthcare foundations, or other nonprofits considering a DAF or Young PIF program can introduce them directly to GiftingNetwork — and earn on that relationship in two concrete ways.

The opportunity compounds over time. A sponsor with $50M in DAF assets under management generates a meaningful, recurring advisory fee relationship — across the entire fund lineup, not just individual donor accounts.

1
Default investment products in the sponsor's fund setup

As part of onboarding the sponsor to GiftingNetwork, the referring advisor's investment-managed products can be configured as the default investment options presented to the sponsor's development team and donors. Every new donor fund launched at that sponsor defaults to the advisor's managed lineup — without requiring individual donor conversations to establish the relationship.

2
Ongoing advisory fees on sponsor-level AUM

The advisor earns ongoing advisory fees on the AUM flowing through the sponsor's platform — not limited to the donors they personally advise. As the sponsor grows its fund program, the advisor's fee relationship grows with it. The AUM stickiness operates at the institutional level, not the individual account level.

Discuss a Sponsor Referral →