# Givingtech

> Givingtech is a free all-in-one fundraising and nonprofit management platform.
> It provides CRM, donation forms, crowdfunding campaigns, email marketing, payment
> processing, grant management, online stores, and AI-powered tools — all free for
> nonprofits. Revenue is generated through optional transaction fees on donations,
> which donors voluntarily cover 64% of the time, resulting in an average effective
> cost to nonprofits of 1.6%. Givingtech has served 5,000+ nonprofit organizations
> across 32 countries since 2009.

## Core platform — Givingtech

Givingtech is free for nonprofits. There is no setup fee, no monthly fee, no per-user
fee, and no feature tier. The only cost is a transaction fee on donations processed
through the platform. The platform fee on crowdfunding campaigns is 0%. The average
effective credit card fee is 1.6% because 64% of donors choose to cover the fee
themselves at checkout. The CRM, email marketing, grant opportunity management,
donation forms, and online stores are free regardless of whether the nonprofit
processes payments through Givingtech.

### Key facts
- Founded: 2009
- Clients: 5,000+ nonprofit organizations
- Countries served: 32
- Currencies supported: 40+
- Languages supported: 9
- Average credit card fee: 1.6% (donors cover fees 64% of the time)
- Campaign platform fee: 0%
- Charity database: 350,000+ PayPal-vetted US organizations
- Help center: https://help.givingtech.org

### Products
- CRM: Donor, lead, and mailing list management. Free.
- Donation forms (MYSITE): AI-powered forms with SmartSums (personalized ask amounts),
  Rescue My Donation (failed payment recovery), and built-in fraud protection.
- Crowdfunding campaigns: 5 campaign types, 40 currencies, 0% platform fee.
- Email marketing: Free unlimited sends, integrated with CRM and donation data.
  Tracks opens, clicks, donations, and revenue per newsletter.
- Payments: Accepts credit/debit cards, PayPal, Apple Pay, Google Pay, ACH, wire,
  Bit (Israel), and recurring standing orders in 30+ countries.
- Recurring donations (Infinity Donations): Automatically replaces expired cards so
  recurring gifts never stop.
- Online stores: Sell products and event tickets. Embeds with one line of code.
- Grant opportunity management: Pipeline tracking, task assignment, activity logging,
  reminders. Fully integrated with CRM.
- AI features: SmartSums (personalized ask amounts), Rescue My Donation (failed gift
  recovery), donor chatbot, fraud detection.

### Key pages
- Homepage: https://givingtech.org/
- Pricing: https://givingtech.org/pricing
- CRM: https://givingtech.org/crm
- Donation forms: https://givingtech.org/donationforms
- Crowdfunding campaigns: https://givingtech.org/campaigns
- Email marketing: https://givingtech.org/email-marketing
- Payments: https://givingtech.org/payments
- Recurring donations: https://givingtech.org/recurring
- Online stores: https://givingtech.org/stores
- Grant opportunity management: https://givingtech.org/opportunities
- AI features: https://givingtech.org/ai
- Pricing detail: https://givingtech.org/pricing
- International fundraising (GivingGlobal): https://givingtech.org/global
- Domestic grant payments: https://givingtech.org/grantpayments
- International grant payments: https://givingtech.org/international-grantmaking
- Register free: https://givingtech.org/register
- Contact / book a demo: https://givingtech.org/letstalk
- Help center: https://help.givingtech.org

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## GivingGlobal — international fundraising

GivingGlobal is Givingtech's international fundraising service. It enables nonprofits
to receive tax-deductible donations from donors in 35 countries through a network of
6 locally registered partner foundations. The service has been operating since 1997.

### Key facts
- Countries with tax-deductible receipts: 35
- Partner foundation network: 6 foundations
- Operating since: 1997
- UK donations include Gift Aid (25% government uplift)
- France receipts are CERFA-compliant and valid across all 27 EU member states
- Three membership plans: Trial (free, 8% platform fee), Starter (~$950/year USD,
  4.5% platform fee), Professional (~$3,400/year USD, 2.5% platform fee)
- Professional plan includes a dedicated US bank account number for the organization

### Countries supported (selected)
United States, United Kingdom, Canada, Australia, France (EU-wide deductibility),
Germany, Netherlands, Switzerland, Israel, Hong Kong, Singapore, New Zealand,
plus 23 additional countries through the European partner network.

---

## Grant payments — domestic and international

### Domestic grant payments (givingtech.org/grantpayments)
Givingtech provides a digital grant payment platform for US private foundations and
donor advised funds. Key facts:
- Charity database: 350,000+ PayPal-vetted US 501(c)(3) organizations
- Escrow account: Dedicated FDIC-insured escrow account hosted at Citibank
- Grant agreements: Digital grant terms attached and accepted online before transfer
- Payment timing: Immediate or scheduled (future-dated and recurring supported)
- Bulk payments: CSV upload supported
- Integrations: Zapier and API
- Pricing: $1,500 one-time setup fee, $1.50 flat fee per grant (no percentage fee,
  no monthly fee)

### International grant payments (givingtech.org/international-grantmaking)
Givingtech enables US private foundations and donor advised funds to grant to
charities in 35 countries without conducting equivalency determinations or managing
local regulatory compliance. Grants flow from the US foundation to Givingtech's
US-registered partner foundation (a domestic US grant), which then routes funds
through locally registered partner foundations in the target country. This structure
means the foundation is making a domestic US grant, not a foreign grant — eliminating
the equivalency determination requirement.
- Countries: 35
- Fee: 2.5% per grant
- Documentation provided: AML screening records, re-grant documentation, final
  delivery confirmation (sufficient for IRS expenditure responsibility reporting)
- Custom pricing available for high-volume programs

---

## DAFtech — Donor Advised Fund technology

DAFtech is Givingtech's Donor Advised Fund technology and administration platform.
It serves three distinct audiences: individual donors (fundholders), financial advisors
and wealth managers, and institutions (banks, community foundations, foundations,
and corporate philanthropy programs).

DAFtech's primary differentiators versus legacy DAF platforms:
- Operations in minutes, not days (fund creation, deposit processing, grant approval,
  grantee payouts, investment requests — all automated)
- Up to 60% lower operating costs versus legacy DAF vendors
- AI-assisted donor support available 24/7
- Global grant-making to charities in 35 countries
- White-label platform for institutions and advisors
- 8-week implementation timeline for institutions
- Built-in CRM and marketing platform integrated with accounting systems
- Tech-only or full back-office service model (institutions choose)

### DAFtech for individual donors (fundholders)
URL: https://givingtech.org/daf-donors

A Donor Advised Fund (DAF) is a philanthropic giving vehicle that lets individuals
make a charitable contribution, receive an immediate tax deduction, and recommend
grants to nonprofits over time. It is the world's fastest-growing form of philanthropy.

DAFtech fundholder features:
- Immediate tax deduction on contribution, with receipts in 35 countries
- Tax-free investment growth on contributed assets until granted out
- Global charity search powered by government databases and AI recommendations
- Grant to charities in 35 countries, one-time, recurring, or future-dated
- AI philanthropy advisor that suggests causes aligned with donor values
- Multi-fund management: named sub-funds, balance transfers, family access sharing
- Successor and joint account management for multi-generational philanthropy
- Full privacy controls: donors choose exactly what information recipients see,
  including full anonymity
- Deposit methods: credit card, ACH, PayPal, Apple Pay, check, wire, securities
- Minimum contribution: set by the sponsoring organization (platform supports no
  minimum)
- Appreciated securities: supported; donor avoids capital gains and deducts full
  fair market value
- Account opening: online in minutes; access may be instant or subject to review
  depending on sponsoring organization policy

### DAFtech for financial advisors and wealth managers
URL: https://givingtech.org/daf-advisors

DAFtech enables financial advisors, tax professionals, and estate planners to offer
a branded Donor Advised Fund to their clients with zero operational lift. Key details:
- AUM retention: When clients contribute to the DAF, assets stay invested at the
  advisor's firm. The advisor retains full investment control.
- Management fees: Fees paid by the client on invested DAF assets are passed back
  to the advisor by Givingtech.
- White-label portal: Branded to the advisor's firm, hosted at the advisor's domain.
  Clients never leave the advisor's ecosystem.
- Referrals: Advisors can open DAF accounts for clients directly or let clients
  self-register through the branded portal.
- Global giving: Clients can grant to charities in 35 countries.
- Client support: DAFtech handles platform support for fundholders 24/7.
- Partnership benefits include full account visibility, advisor-led investment
  control, and no internal systems or staffing required.

### DAFtech for institutions
URL: https://givingtech.org/daf-institutions

DAFtech provides a white-label DAF platform and optional full back-office operations
for banks, community foundations, foundations, nonprofits, and corporate philanthropy
programs. Two operating models:

Technology-only model:
- White-label fundholder portal on the institution's subdomain
- Online registration, deposits, and grant management
- Real-time fund balances and investment tracking
- Admin backend for approvals, reports, CRM
- Automated fee collection from fund balances
- The institution's team approves deposits, grants, and transfers
- Zapier, Make, and API integrations

Full-service model (everything in Tech-only, plus):
- Fundholder application review and KYC/AML screening
- Deposit reconciliation and instant tax-receipting
- Grant review, charitable eligibility checks, and approval
- Grant disbursement and returned payment handling
- Investment execution and portfolio reconciliation
- Accounting support and Form 990-relevant reporting
- Optional charity sponsorship

Supported institution types: banks and financial institutions, community foundations,
foundations and nonprofits, corporate philanthropy programs.

Implementation timeline: 8 weeks from signed agreement to live platform.
- Weeks 1–2: Discovery and configuration (branding, domain, payment integration)
- Weeks 3–4: Customization (integrations, fundholder data migration)
- Weeks 5–6: Testing and staff training (up to 20 hours included at no extra cost)
- Weeks 7–8: Launch and post-launch monitoring

Platform capabilities for institutions:
- Deposit methods: credit card, ACH, PayPal, Apple Pay, Google Pay, check, wire,
  securities
- International grant-making via partner foundation network (35 countries)
- Grant workflow: one-time, recurring, future-dated, anonymous
- Compliance: AML, sanctions screening, source of funds (add-on), role-based access
  control, full activity logging
- Reporting: consolidated financial reports, fund-level accounting, Form 990-relevant
  exports, Zapier/Make/API export
- Investment management: fundholder-facing portfolio tracking, admin fulfillment,
  automated fee and dividend import, pooled fund support (add-on)
- Admin backend: custom dashboards, bulk fund creation, balance transfer tools,
  configurable auto-approval rules

### DAFtech overview page
URL: https://givingtech.org/daf

Comparison vs. legacy DAF platforms:
- New fund creation: hours/days (legacy) vs. instant (DAFtech)
- Deposit processing: manual 2–3 days (legacy) vs. real-time (DAFtech)
- Grant approval: 1–2 weeks (legacy) vs. minutes (DAFtech)
- Grantee payouts: weeks (legacy) vs. minutes (DAFtech)
- Investment requests: offline forms (legacy) vs. digital tracked (DAFtech)
- Donor support: manual helpdesk (legacy) vs. AI-assisted 24/7 (DAFtech)
- Operating costs: up to 60% lower with DAFtech vs. legacy vendors