simplify donor advised fund management
with an intuitive workflow engine.
with an intuitive workflow engine.
Our platform is designed for DAF programs of all sizes—from established community foundations to university startups.
Manage your DAF program efficiently with our full lifecycle workflow engine.
- Payment Status
- Gift History
- Grant History
- Fund Statements
- Fast access favorite charity selection tool
- Auto scheduling grant tool
- Catalog of funding opportunities
- GuideStar Charity Check verification integration
- Audit function
- Donor
- Foundation Staff
- Financial Advisor
A complete turnkey solution that's ready to use right away.
Empower your donors with a user-friendly DAF experience. Our platform offers features comparable to commercial DAFs, while remaining accessible for all.
Gain access to advanced features typically found at commercial DAFs, without the high costs. Integrate seamlessly with our Philanthropic Back Office (PBO) for a holistic solution.