Simplify Your Donor Advised Fund Management
with an Intuitive Workflow Engine
Our platform is perfect for DAF programs of all sizes, from established community foundations to university startups.
It's a complete turnkey solution, meaning it's ready to use right away.
For Community Foundations & Universities:
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.
For Endowment & Foundation Clients:
Empower your donors with a user-friendly DAF experience. Our platform offers features comparable to commercial DAFs, while remaining accessible for all.
Manage your DAF program efficiently with our full lifecycle workflow engine.
Customizable Donor Dashboard
- Payment Status
- Gift History
- Grant history
- Fund Statements
Donor Recommendation Wizard
- Fast access favorite charity selection tool
- Auto scheduling grant tool
- Catalog of funding opportunities
Process Approval Panel
- GuideStar Charity Check verification integration
- Audit function
Email Notification
- Donor
- Foundation Staff
