Philanthropic Back Office

Your back office,
fully managed.

GiftingNetwork's Philanthropic Back Office (PBO) provides fully outsourced DAF administration for institutional sponsors — handling every operational function so your team can focus on donor relationships, not paperwork.

12
Core operational
function areas
End-to-End
From donor onboarding
through grant disbursement
Zero
Internal operations staff
required at the sponsor
IRS
Compliant gift receipts,
due diligence & reporting
What We Handle

Everything between the donor
and the grant check

The PBO covers the full lifecycle of a donor-advised fund program — from prospecting and fund setup through gift processing, grantmaking, asset management, and reporting. Your brand stays front and center. Our team handles the rest.

🤝
Donor Development & Onboarding
Lead tracking, prospect conversion, donor contact records, fund agreements, and establishing gifts.
💳
Gift & Pledge Processing
Cash, check, wire, securities, and credit card gifts. Pledge schedules, reminders, and acknowledgements.
📋
Grantmaking Operations
Donor-advised recommendations, discretionary competitive grants, scholarships, and administrative payments.
📊
Finance, Assets & Reporting
Investment reconciliation, admin fee assessment, fund accounting, donor statements, and custom exports.
Functional Detail

The complete operational
capability set

Every function below is handled by GiftingNetwork's PBO team, integrated with the GiftingNet platform, and coordinated with your foundation's advisors, donors, and finance systems.

01
Donor Development & Fund Pipeline
Prospect to fund — every step tracked
✓
Establish and manage lead records, sync from GN
✓
Convert leads to prospects with CRM account records
✓
Track prospecting contacts and pipeline status
✓
Select fund product for each prospect
✓
Record new fund details and close sale
✓
Manage donor service follow-up cases
✓
Dashboard to-do review and pipeline reporting
02
Contact Records & Platform Users
All user types managed across roles
✓
Create contact records and register platform credentials
✓
Manage donor, advisor, grant seeker, and scholar access
✓
Grant seeker self-registration activation workflow
✓
Contact maintenance and credential self-service
✓
Philanthropic preferences and nonprofit catalog opt-in
✓
Nonprofit organization profiles for the charitable catalog
03
Donor Fund Setup
Every fund characteristic, configured correctly
✓
Enter fund name, type, and endowment designation
✓
FASB classification (Permanently, Temporarily, Unrestricted)
✓
Spending policy, investment option, and liquidity selection
✓
Admin fee setup and succession rules
✓
Primary and secondary advisor designation
✓
Print and retain fund agreement; capture establishing gift
04–05
Gift & Pledge Processing
All gift types, properly receipted
✓
Cash, check, wire transfer, and credit card gifts
✓
Publicly traded securities — CUSIP, shares, valuation
✓
Complex assets via Dechomai Foundation specialist sponsor
✓
Pledge schedules with payment plans and email reminders
✓
Endowed fund principal/income allocation
✓
Anonymous gift processing and donor comments
✓
IRS-compliant custom tax receipts — email and mail
06
New Fund & Gift Processing
Deposit confirmation through GL posting
✓
Confirm deposit, value, and date into foundation account
✓
Calculate security gift value at deposit-day midpoint
✓
Create sub-account with investment allocation template
✓
Transfer gift value and post in GL with endowment allocation
✓
Update GiftingNet with confirmed deposit and valuation
✓
Generate branded tax receipt; email and post to donor portal
07
Donor-Advised Grantmaking
Recommendation to disbursement
✓
Donor selects grantee from charitable catalog or ad hoc
✓
Available-to-spend balance check and warning
✓
Anonymous grant option and donor comment
✓
Due diligence, 501(c)(3) verification, and approval workflow
✓
Grant to component fund as recipient
✓
Approval/decline notification with GL integration
08
Competitive Grants & Scholarships
Full program administration, start to finish
✓
Online application forms — single phase or LOI/full proposal
✓
Public or restricted access application publishing
✓
Review panel setup, review sheets, and assignment
✓
LOI to full proposal status workflow
✓
Grant approval, conditions, and payment plan setup
✓
Scholarship payments — institution, student, or joint payee
✓
MICR check printing, branded cover docs, and mailing
09–12
Operations, Assets & Reporting
Finance, investment reconciliation, and visibility
✓
Vendor payment vouchers and recurring expense management
✓
EFT and MICR check disbursements for operational expenses
✓
Daily deposit/disbursement tracking and reconciliation
✓
Investment statement reconciliation and revenue recording
✓
Investment change approvals and portfolio transfer orders
✓
Admin fee calculation per fund, aggregated per sponsor
✓
Donor fund browser — balances, gifts, grants, investments
✓
Custom branded donor statements — printable and archived
✓
Full reporting suite and data exports
Who the Platform Serves

Built for every person
in the philanthropy ecosystem

The PBO platform provides role-specific access and workflows for every participant — from foundation staff to donors, advisors, grant seekers, reviewers, and scholars.

🏛️
Foundation Administration
Full platform access — pipeline reporting, fund setup, administrative oversight, and operational management.
All FunctionsAdmin
💰
Foundation Finance
Gift processing, GL posting, investment reconciliation, fee assessment, and financial reporting.
Gift ProcessingAsset Mgmt
📢
Development Staff
Lead management, prospect pipeline, fund onboarding, CRM contact records, and donor service follow-up.
PipelineOnboarding
💼
Donors & Financial Advisors
Grant recommendations, fund balances, gift entry, investment change requests, and donor statements — via branded portal.
Portal AccessGrantmaking
📝
Grant Seekers & Reviewers
Online application submission, self-registration, review sheet completion, and status notifications.
ApplicationsReview
🎓
Scholarship Recipients
Self-registration, application submission, approval notifications, and payment coordination with institutions.
ScholarshipsPayments

Ready to hand off
your back office?

Schedule a conversation with our team to discuss your foundation's operational needs,
current pain points, and how the GiftingNetwork PBO can remove them.

Talk to Our Team ← Back to Platform