Fundholder Experience
Your fundholders interact with a fully branded, white-label portal - your logo, your domain, your colors, and a world-class DAF experience.
- Customizable registration form with instant or admin-approved access
- Real-time dashboard showing cash balance, investment portfolio, and giving history
- Multi-currency and multi-language support
- Favorite causes, charity updates, and AI-powered recommendations
- Grant search across US, Canada, UK, Israel, Europe, and more
- One-time, recurring, and future-dated grant recommendations
- Anonymous giving and privacy controls
- Secondary fund creation, balance transfers, and access sharing
- Successor and joint account management
Admin Backend
Your full-featured admin platform gives your team everything needed to manage operations efficiently - with custom dashboards built to your needs.
- Custom admin dashboard showing total assets, outstanding actions, and key metrics
- Search and filter all fundholders by name, balance, status, or region
- Enter any fundholder account with a single click
- Approve or reject fundholder applications, deposits, grants, and transfers
- Create automated approval rules for grants under a threshold
- Manage charity contact information and banking details
- Bulk fund creation and balance transfer tools
- CRM, marketing campaigns, and task management built in
Deposits & Reconciliation
Support every deposit method your fundholders need, with automatic reconciliation and receipting.
- Credit card, PayPal, Apple/Google Pay (processed via Stripe)
- ACH bank pull - initiated online, auto-reconciled on approval
- EFT, check, wire, and securities deposits via manual confirmation workflow
- Instant PDF tax receipts generated on deposit approval
- Automated bank account reconciliation
- Deposit reports with full transaction history
Grant Management
A complete grant workflow from fundholder request to recipient payment, with robust compliance controls.
- Search any charity in the world - synced with government databases in US, UK, Canada, Israel, France
- One-time, recurring monthly/annual, and future-dated grants
- International grant-making via America Gives (US 501c3)
- Fundholder sets privacy preferences for each grant
- Admin approves or auto-approves based on configurable rules
- Digital grant disbursement with payout tracking
- Grant reports exportable by fundholder, date, organization, or status
Investment Management
Full investment functionality within the DAF - fundholder-facing and admin-managed.
- List investment options with full detail: name, description, trading symbol, risk rating, minimums
- Fundholders view real-time portfolio value and make change requests online
- Admin fulfills investment requests and records buy/sell prices
- Automated importation of investment events (fees, dividends, interest)
- Sub-fund investment account reconciliation
- Support for pooled funds (add-on)
Compliance & Reporting
Comprehensive financial reporting and compliance tools to meet regulatory obligations and audit requirements.
- Fundholder due diligence: AML, sanctions screening, source of funds (add-on)
- Recipient charity due diligence and grantmaking policy enforcement
- Database-based activity log of all platform actions
- Admin permission sets with role-based access control
- Consolidated financial reports and fund-level accounting
- Form 990-relevant reports and export via Zapier, Make, and API