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 & Integrations

Orion Advisor Solutions
Envestnet
Goldman Sachs Custody
Charitable Solutions
Dechomai Foundation
Planned Giving Interactive
Salesforce
Black Diamond Trust
Greenhill
NetSuite
Blackbaud
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
GiftingNetwork delivers the most intuitive, beautifully designed donor experience in the DAF industry. From onboarding to grant recommendation to impact reporting, every touchpoint is built with the donor in mind — not the administrator. Sponsors consistently tell us their donors notice the difference immediately, and that the experience is a meaningful factor in donor retention and asset growth.
See the Donor Experience
🏛️
GiftingNet — DAF Sponsor Platform
A sophisticated SaaS platform for donor-advised fund sponsors. Manage donor accounts, investment pools, grant recommendations, and reporting through a fully branded, white-label interface. Purpose-built for community foundations, federations, and institutional sponsors of all sizes.
Learn about GiftingNet
🔗
GiftingNetwork DAF Network
Our multi-custodian DAF network connects institutional sponsors to financial advisors, wealth management firms, and donors — through deep integrations with Orion Advisor Solutions, Envestnet, and custodians Fidelity and Schwab. One network. Every advisor.
Explore the Network
⚙️
Philanthropic Back Office
Fully outsourced DAF administration for sponsors who want to offer DAFs without building an internal operations team. We handle fund accounting, gift acceptance, grant due diligence, IRS compliance, and disbursement — so your team focuses on relationships.
View Back Office Services
✅
Grant Administration
End-to-end grant lifecycle management — from donor recommendation through nonprofit vetting, approval workflows, and payment disbursement. Supports competitive grant programs, scholarship administration, and discretionary grantmaking, all with institutional-grade controls and a full audit trail at every step.
Grant Administration Details
🎨
Portals
Branded, white-label donor portals and mobile applications that reflect your organization's identity. Donors interact with your brand — not ours. Personalized dashboards, impact reporting, interactive nonprofit directories, and seamless giving experiences included.
See Portal Features
📊
AI-Powered Reporting Engine
Natural language reporting for sponsor admins, financial advisors, and operations teams. Ask questions in plain English and get instant, accurate insights across donor activity, grant disbursements, investment performance, and network utilization — powered by AI on our PostgreSQL infrastructure.
Reporting Capabilities
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.
DAF Sponsor PlatformWhite-Label PortalsBack OfficeAdvisor Distribution
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.
Endowment TrackingMission-Aligned GrantsBranded Portals
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.
Healthcare FoundationsUniversitiesArts OrganizationsConservationGrant ComplianceFund Administration
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.
Orion IntegrationEnvestnet IntegrationClient Giving PlansOrion & Envestnet Networks
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.
Grant AdministrationCompliance ReportingBack OfficeWealth Manager SupportFoundation Operations
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.
E&F ChannelSponsor ReferralsDefault Investment ProductsInstitutional AUMDAF Program ConsultingYoung PIF Sponsors
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

View All News →
🤝
Partnership Announcement
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 partnership — 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·Business Wire·Read Press Release →
📊
Partnership Announcement
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·Envestnet Newsroom·Read Press Release →
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
About GiftingNetwork

Built by people who believe
philanthropy deserves better tools

GiftingNetwork was 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. We set out to change that.

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

🧭
Sponsor-First
We serve the institutional sponsor — not the national commercial provider — and build our product accordingly.
🔓
Independent
Founder-led, unconflicted, and accountable only to the sponsors, advisors, and donors we serve.
⚙️
Infrastructure
We're not a donor-facing app. We're the operating system underneath the philanthropic ecosystem.
🌎
Scale
Built to handle the complexity of large community foundations while remaining accessible to emerging sponsors.
📍
Headquarters
89 Headquarters Plaza, Suite 1446 · Morristown, NJ 07960
973.984.8200  ·  info@giftingnetwork.com
Leadership
E
Eric Swerdlin
Founder & Chief Executive Officer
Morristown, NJ
A
Anurag Gaur
Chief Technology Officer
Platform & Engineering
R
Ruchir Gupta
President, India Operations
GiftingNetwork India
Advisory Board
T
Tirdad Shojaie
Board Advisor
M
Mitchell Kane
Board Advisor
D
David Teicher
Board Advisor
R
Rob Harteveldt
Board Advisor
"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

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 →