GiftingNet

The DAF sponsor platform — and your on-ramp to the Network

GiftingNet is the complete SaaS platform for community foundations, Jewish federations, healthcare foundations, and institutional DAF sponsors. White-labeled, fully configurable, and synchronized with your back-office — with near-automatic access to the GiftingNetwork DAF Network and its advisor distribution built in.

See GiftingNet in Action Explore Features →
What makes GiftingNet different
The platform that comes with a network
Every GiftingNet sponsor gains near-automatic access to the GiftingNetwork DAF Network — connecting your DAF program to advisor distribution through Orion and Envestnet, multi-custodian infrastructure, and a growing ecosystem of donors, advisors, and nonprofits.
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Advisor distribution through the Orion & Envestnet networks — no separate enrollment
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Multi-custodian — Fidelity, Schwab, Goldman Sachs Custody
🏛️
Your brand stays front and center — donors see you, not GiftingNetwork
⚙️
PBO optional — add fully outsourced back-office administration at any time
White-Label
Fully branded to your foundation — donors never see GiftingNetwork
Real-Time
Synchronized with your back-office accounting system via open API
GCP/AWS
Hosted on Level 1 PCI-certified infrastructure with nightly backups
Network
Near-automatic access to the GiftingNetwork advisor distribution network
Platform Capabilities

Everything a modern DAF program
needs to compete and grow

GiftingNet covers the complete lifecycle of institutional philanthropy — from donor onboarding and fund management through grants, scholarships, reporting, and network distribution.

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Fully White-Labeled Donor Portal
Branded to your foundation with custom site skins, CSS, and configurable page modules. Donors see your identity on every screen — fund balances, statements, grant history, and giving tools.
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Grant Lifecycle Management
End-to-end: one or two-phase applications (LOI/full proposal), qualification controls, reviewer panels, approval workflows, payment schedules, progress reports, and grantee portals.
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Scholarship Administration
A complete scholarship system mirroring the grants lifecycle — online applications, student self-registration, review panels, approval workflows, and payment coordination with institutions.
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Charitable Catalog
An illustrated, searchable directory of vetted nonprofits and charitable programs — maintained by the organizations themselves, filtered by donor interests, and used as the basis for grant recommendations.
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Back-Office Synchronization
Open web-service API synchronizes contacts, funds, gift history, grant history, fund statements, and investment performance with your back-office accounting software in real time.
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Reporting & Analytics
SQL-based query builder against the GiftingNet database. Export to Excel, create bulk emails, run database maintenance, and schedule nightly auto-tag reports for data quality management.
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Content & Communications
Article system with content calendar, interest-area targeting, and automated charitable guidance. Donors receive content matched to their philanthropic preferences — deepening engagement between giving cycles.
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Role-Based Access Control
Nine user roles with granular permissions: Foundation Staff, Donor, Grant Seeker, Student, Reviewer, Article Publisher, Content Provider, Grant Publisher, and API Controller.
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Administrative Control Panel
Complete administrative control over contacts, funds, giving, applications, notifications, site configuration, API settings, CMS, and every aspect of your DAF program's day-to-day operation.
Four Portals, Four Experiences

One platform. Every
user sees their world.

GiftingNet delivers a completely different experience depending on who's logged in — all under your foundation's brand. Explore each portal below.

GiftingNetwork
🛒6
Mary Jones
Dashboard
Make a Gift
Recommend a Grant
Recent Online Gifts
Fund Advisors
My Documents
My Cart (6)
Catalog
Charitable Catalog
Organization Matches
Program Matches
Performance
Pool Performance
Profile
Interest Profile
Investments
Dashboard
Funds
AROS Fund$1,082,130.46
Welter Fund$459,430.58
Pending Grants — From AROS Fund
OrganizationAmountStatus
American Diabetes Association$1,000Approval Pending
Boy Scouts of America Milwaukee$2,000Approved 03-10-2026
Boys and Girls Club of Dane County$3,241Approval Pending
Father Flanagans Boys Home$500Approval Pending
The Wildlife Org$104Approval Pending

The actual GiftingNet donor portal — white-labeled to your foundation in production. Navigate the left menu above: Dashboard shows all your funds and pending grants. Fund Overview has live balances, investment pool composition, and activity. Grant History shows every disbursement with charts. Pool Performance shows returns across investment pools. Recommend a Grant walks through the full form.

LP
Linda Park — Arts Council
My applications
Available grants
Awarded grants
Progress reports
Organization profile
Documents
My account
Active applications
2025 Arts & Culture Grant Program
Under review
Submitted
March 4, 2026
Amount requested
$25,000
Review stage
Panel review
2024 Community Impact Grant — Progress report due
Awarded $18,000
Interim report due
April 1, 2026
Payments received
$9,000 of $18,000
Required documents
IRS determination letter
Approved
Form 990 (2023)
Approved
Non-discrimination policy
Expires Jun 2026

Grant seekers track all active and awarded grants, progress report deadlines, payment schedules, and required document compliance — all in the same branded foundation portal.

RK
Dr. Rachel Kim — Panel member
Assigned reviews
Completed reviews
My account
2025 Arts & Culture Grant — 4 applications assigned
Arts Council of Charlotte
Not started
Amount requested
$25,000
Project type
Education & outreach
Charlotte Symphony Orchestra
In progress
Amount requested
$40,000
Review sheet progress
Mission alignment
★★★★☆
Financial health
★★★★★
Community impact
★★★☆☆
Blumenthal Arts Center
Submitted
Overall score
87 / 100
Recommendation
Fund at full amount

Reviewers only see their assigned applications. Custom scoring forms, criteria, and recommendation fields are configured by the grants manager — reviewers need no backend access.

MJ
Marcus Johnson
My scholarships
Apply for scholarships
My profile
My account
Active scholarships
Thomas L. Harris STEM Scholarship
Awarded
Award amount
$8,000 / year
Institution
UNC Charlotte
Next payment
August 15, 2026
Payable to
Institution (direct)
Open scholarships
Community Leaders Scholarship 2026
Deadline: May 15
Award
Up to $5,000
Field of study
Any
Healthcare Workforce Scholarship
Deadline: Apr 30
Award
$10,000
Field of study
Healthcare / Nursing

Students register and apply in a single visit — awarded scholarships, payment schedules, and open applications all in the same branded portal. Payments can be directed to the institution, the student, or jointly.

Home
JPA
John Paul Advisor
Dashboard
DAF Applications
Service Tickets 4
Recommendation
Clients
Reports
Events
Notifications
Account & Profile
Profile
Change Password
Preferences
Log Out
Service Requests
3
Total Tickets3
Open0
In Progress1
Hold1
Closed1
Recent Tickets
The Smith Fund Raise Cash $6,000
Hold · High priority
Family philanthropy meeting
In Progress · High priority
The Smith Fund Raise Cash $9,000
Closed · Medium priority
Donor Funds Balances
Charitable Gifting Fund$5,050.39
The Smith Fund$5,050.39
Fund OverviewDisbursement HistoryClients
Bon Secours Mercy Health Foundation$1,990,890.84
Foundation For The Carolinas$0.00
JCF San Diego$0.00
Provision - Baptist Fdn of NC$0.00
Dechomai Foundation$0.00
Pending Recommendations View All
American Law Institute$9,000
Recommended by Cliff Stevenson
Fund: The Smith Fund · Status: Approval Pending
Acme Charitable Organization$6,000
Recommended by Cliff Stevenson
Fund: The Smith Fund · Status: Approval Pending
Acme Charitable Organization$6,000
Recommended by Cliff Stevenson
Fund: The Smith Fund · Status: Approval Pending
Institutional Claims
Sponsor Total AUM Pending Grants
Charitable Gifting Fund $5,050 $21,000
Bon Secours Mercy Health Fdn $1,990,891 $110,000
Foundation For The Carolinas $0 $0
DAF Applications Summary
Ben WiseIncomplete
Megan WiseIncomplete

The financial advisor dashboard shows all client funds across every sponsor in the network — Bon Secours, Foundation For The Carolinas, JCF San Diego, Dechomai, and more — with pending recommendations, service tickets, institutional AUM claims, and DAF applications in a single view.

Feature Deep Dives

Built for the full complexity
of institutional grantmaking

Donor Experience
A donor portal as good as your
best relationship
Your donors log in to a branded, personal giving dashboard — where their funds, history, and giving tools live. Fund status, statements, grant history, and the Charitable Catalog are all one click away. The portal deepens donor engagement between major gift conversations.
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Fund balance and available-to-spend — live from back-office
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Historic fund statements — HTML with drill-down or uploaded PDF
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Grant recommendation worksheet — bulk recommendations, pre-populated from history
✓
Board vote capability for majority/unanimous fund types
✓
Gift entry — credit card, check, wire, or securities transfer
✓
Philanthropic interest preferences that filter the Charitable Catalog
✓
Investment performance page linked by fund type
✓
Targeted content articles based on donor interests — automated charitable guidance
Fund Dashboard
Donors see real-time balances, available-to-spend, and a full history of gifts and grants — all synced directly from your fund accounting system.
Live Data
Grant Recommendation Worksheet
Donors make multiple grant recommendations at once from a pre-populated worksheet of previous grantees — or discover new nonprofits from the Charitable Catalog.
Self-Service
Personalized Content
Articles and funding opportunity notices are automatically surfaced based on each donor's self-reported philanthropic interests — keeping donors engaged between major gifts.
Targeted
Multi-Fund View
Donors associated with multiple funds see all funds in a single dashboard — with per-fund drill-down to balances, statements, and grantmaking tools.
Multi-Fund
Competitive Grantmaking
The most configurable grant
system in the industry
GiftingNet's grant lifecycle system handles every phase from application to final payment — for discretionary competitive grants, RFP processes, and scholarship programs. Every form component, qualification rule, and review workflow is configurable to your foundation's specific process.
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One or two-phase applications — LOI followed by full proposal
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Pre-qualifying questions that gate application access
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Limit applications by org type, profile completion, or invitation only (RFP)
✓
Custom form builder — questions, budgets, matrices, document uploads, board lists
✓
Assign review panels with custom evaluation forms — staff or committee
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Grantee progress reports — custom forms, published at set intervals
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Grant agreements and payment plans — grantees review, print, and sign online
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Syncs to back-office accounting software for posting and payment processing
Application Form Builder
Build grant applications from reusable components: instruction pages, pre-qualifying questions, budget forms, matrix data collectors, document uploads, board lists, and custom question panels.
No-Code Builder
Reviewer Dashboard
Panel members log in to see assigned applications, complete custom evaluation forms, and submit reviews. Dockets are created directly from GiftingNet data.
Panel Management
Due Diligence System
Required documents (990s, IRS letters) are managed through a structured review, approval, and update workflow — with document expiry reminders and barcode-based FAX ingestion.
Compliance
Progress Reporting
Custom progress report forms are assigned to grants and automatically published to grantees at pre-selected intervals. Past-due reminders sent to both grantee and staff.
Automated
Charitable Catalog
Your community's giving
marketplace
The Charitable Catalog is an illustrated, searchable directory of vetted nonprofits and charitable programs — maintained by the organizations themselves. It powers donor grant recommendations, serves as the RFP invitation pool, and functions as an open community resource when you choose to share it publicly.
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Organization profiles — mission, history, interest areas, geographic reach, budgets, board
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Program-level profiles for specific charitable projects — earmarkable by donors
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Keyword search, interest area, geography, program type, and capital campaign calendar
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Catalog filtered to each donor's self-reported philanthropic interests
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Gift Basket — shopping cart for grant recommendations and outright contributions
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Foundation controls which catalog components are visible per user type
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Org Group Icons — visual identifiers for any organization category throughout the catalog
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NTEE area codes supported — maps to standard nonprofit taxonomy
Donor-Filtered Discovery
Each donor's catalog view is filtered by their self-reported philanthropic interests — surfacing the most relevant nonprofits and programs for their giving priorities.
Personalized
Nonprofit Self-Service Profiles
Grant seekers maintain their own organization and program profiles through the portal. Foundation staff reviews and approves profile changes before they appear in the catalog.
Self-Maintained
Capital Campaign Tracking
Capital campaigns have dedicated catalog search tools — donors can discover and contribute to capital projects as a distinct giving category separate from operating support.
Capital Campaigns
Community Resource
The catalog can be opened to the general public as an informational resource — or kept private for donors and advisors only. Your call, your configuration.
Configurable Access
API & Integrations
Open, real-time sync with
your back office
GiftingNet's web service API is open to any third-party system and provides real-time, bidirectional synchronization with your fund accounting software. Every gift, grant, fund statement, and contact update flows seamlessly between your back office and the donor-facing platform.
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Bidirectional sync: contacts, funds, gifts, grants, statements, investment performance
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Compatible with FIMS, FoundationPower, and any third-party XML client
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Blackbaud SKY API integration — Raiser's Edge NXT and Financial Edge NXT
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Orion Advisor Solutions and Envestnet platform integrations
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Salesforce CRM, Black Diamond Trust, Greenhill, NetSuite
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API Transfer Report monitors all data jobs — find by job number or record ID
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Alternative text file import for all data categories — no API required
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Hosted on Google Cloud / AWS — Level 1 PCI certified, nightly backups
Back-Office Sync
Fund values, gift confirmations, grant postings, and investment performance flow from your accounting system into GiftingNet — keeping every donor's portal view accurate in real time.
Real-Time
Advisor Platform Integration
Deep integrations with Orion Advisor Solutions and Envestnet put your DAF program directly in the workflow of advisors managing client relationships — distributed through their networks.
Orion · Envestnet
Open Architecture
GiftingNet's web-service API is open to any third-party XML client — so your existing technology stack can connect without proprietary lock-in. File import available as a fallback.
Open API
Security & Compliance
Hosted on Level 1 PCI-certified cloud infrastructure. Configurable file upload controls, auto-logout, document expiry management, and granular role permissions throughout.
PCI Level 1
Integrations & Ecosystem

Connected to the platforms
you already use

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Orion Advisor Solutions
Full portfolio & CRM integration — advisor distribution network
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Envestnet
Wealth management platform — advisor channel access
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Blackbaud
Raiser's Edge NXT & Financial Edge NXT via SKY API
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Salesforce
CRM & relationship management
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Black Diamond Trust
Portfolio reporting & client portal
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Greenhill
Investment advisory integration
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NetSuite
ERP & fund accounting
🏛️
FIMS / FoundationPower
Native back-office accounting sync

Ready to see GiftingNet
in your foundation's brand?

Schedule a demo with our team — we'll show you the platform running in a live foundation environment
and walk through how the Network access works from day one.

Request a Demo ← Platform Overview