DAFtech For Advisors For Institutions For Donors
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DAFtech:
A Smarter
Donor Advised Fund.

AI-powered technology and a global service team — working together to deliver dramatic savings and scalability, whether you're just starting out or ready to move beyond legacy tools and expensive vendors.

Up to 60% lower operating costs
Minutes, not days
Available globally
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DAFtech vs. Legacy Platforms
What used to take days
now takes minutes
New fund creation Hours / days Instant
Deposit processing Manual, 2–3 days Real-time
Grant approval 1–2 weeks Minutes
Grantee payouts Weeks Minutes
Investment requests Offline forms Digital, tracked
Donor support Manual helpdesk AI-assisted, 24/7
60%
lower operating costs
8 wk
to go live

What is a Donor Advised Fund?

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

What makes DAFtech different

Minutes — not days

DAFtech can help manage and administer your DAF at a fraction of the traditional cost. Our cutting-edge technology enables our team and yours to perform operations in minutes instead of days.

Instant Fund Creation
Most systems take hours or even days to open a new fund, with manual setup required.
DAFtech creates funds instantly — fully automated, no manual setup required.
Instant Deposits
Traditional platforms rely on manual processing and reconciliation for every deposit.
Fully automated — funds are recorded and available in real-time, no delays.
Faster Payouts
Getting funds to grantees can take weeks through legacy vendors, with little visibility.
We transfer funds in minutes — with full tracking and real-time transparency.
Lower Costs
Manual processes and high-cost legacy vendors drive operating costs through the roof.
Automation and in-house technology deliver up to 60% savings — no compromises on service.
Investing
Investment instructions and reporting handled via offline forms and manual processes.
Requests submitted digitally, tracked in real-time. No paperwork, no back-and-forth.
Granting
Grant approvals and nonprofit vetting involve lengthy back-and-forth and manual reviews.
We streamline the entire process — what used to take hours now takes minutes.
Customer Support
Most DAF providers expect your team to handle all donor support requests manually.
Our AI-assisted helpdesk gives donors real-time answers, around the clock — 24/7.
Integrations
Managing donor data, marketing and finances requires multiple disconnected tools.
Built-in CRM and marketing platform integrates seamlessly with your accounting system.
How DAFtech can help you

Whether you're a donor, advisor, or institution

DAFtech is built for every stakeholder in the philanthropic ecosystem — with a tailored experience for each role.

DAFtech empowers financial advisors, tax professionals, and estate planners to offer modern philanthropic solutions without taking on administrative complexity. Whether your clients are new to charitable giving or looking for a more strategic approach, DAFtech lets you stay at the center of the relationship while we manage the operations behind the scenes. You can deliver a branded, seamless Donor-Advised Fund experience that aligns with your clients' financial goals, enhances retention, and adds long-term value — with zero operational lift on your side.

Learn about the Advisor program →
With DAFtech, advisors gain
  • Support for contributions — help clients donate cash or assets with tax efficiency and ease
  • A fully branded giving solution — offered under your name, with no internal systems or staffing required
  • Deeper client relationships — philanthropic planning strengthens the advisor-client bond over time
  • No back-office burden — we handle contributions, grant processing, compliance, reporting, and support
  • Real-time transparency — view client fund activity and status through secure advisor dashboards
  • More reasons for clients to stay — philanthropic engagement strengthens long-term loyalty
  • Optional investment visibility — advisors can help guide how clients invest their DAF assets
  • From contribution to grant — you stay the trusted advisor. We take care of the rest.

DAFtech enables institutions — banks, foundations, nonprofits, and family offices — to offer a fully branded Donor-Advised Fund without building internal infrastructure or managing complex operations. Whether you're launching a new fund or upgrading an existing one, we provide the technology, compliance, and full-service operations while helping you reduce administrative costs by up to 40%. The result: a scalable, modern giving solution that lets you focus on growth, engagement, and donor experience.

Learn about institutional programs →
With DAFtech, institutions gain
  • A branded DAF offering — delivered under your name, without the burden of setup or administration
  • Higher assets under management — philanthropic capital remains invested over time, strengthening engagement
  • A seamless donor experience — online grantmaking, investment options, real-time dashboards, and 24/7 support
  • Operational efficiency — we manage deposits, vetting, grant approvals, reporting, and donor service
  • Significant cost reduction — up to 40% savings compared to in-house or legacy vendor models
  • Flexible delivery models — tech-only, outsource completely, or choose a hybrid structure

DAFtech gives donors a smarter, more flexible way to give with full control over timing, visibility, and impact. Whether donating cash, securities, or other assets, donors receive an immediate tax deduction and retain the freedom to recommend grants whenever they're ready. All activity — from contributions to investment performance to grant history — is tracked in one secure, easy-to-use platform. No paperwork, no delays, no uncertainty. You choose when to give, where to give, and how. DAFtech handles the rest.

Learn about the donor experience →
With DAFtech, donors gain
  • Immediate tax benefits — contribute assets now, decide on grants later
  • Flexible contributions — donate cash, securities, or other assets easily and securely
  • Investment options — let the fund grow tax-free until you're ready to recommend grants
  • Real-time tracking — view balances, grant history, and investment performance in one place
  • Seamless grantmaking — recommend grants online, with fast approvals and full transparency
  • Always-on support — access real-time AI assistance whenever you need it
Why organizations are switching to DAFtech

Not just better technology.
A better way to operate a DAF.

60%
Lower Operating Costs

Up to 60% savings across staffing, systems, and overhead — without compromising service or control.

Minutes
Faster Execution

Move from grant requests to approved payouts in minutes instead of days, at every step of the workflow.

24/7
Better Donor Experience

Real-time dashboards, online investing, and AI-powered customer support — available around the clock.

3
Flexible Operating Models

Use DAFtech to power your existing DAF, or launch a white-labeled fund through our partner charity. Your choice.

DAFtech-as-a-Service

Three flexible operating models

Whether you're launching a new fund or modernizing an existing one, DAFtech gives you the operational support, technology, and flexibility to choose the model that fits your institution best.

01
● Fastest launch
Your Brand,
Our Charity

The fastest and easiest way to run your DAF

Our platform is white-labeled under your brand — e.g. "Smithtown Bank DAF" — while DAFtech serves as the legal sponsor and manages all operations and administration. You stay focused on your clients; we handle the rest.

  • DAFtech is the legal DAF sponsor
  • Your brand on everything donors see
  • All operations managed by our team
  • No internal infrastructure required
Learn more →
02
★ Most popular
Your Brand,
Your Charity

Your charity sponsors the DAF — we power everything behind the scenes

Whether launching a new fund or moving from an existing system, DAFtech manages all operations and administration while your donors engage with a fully branded experience. No internal infrastructure required.

  • Your charity remains the DAF sponsor
  • DAFtech handles all operations & admin
  • Fully branded donor-facing experience
  • Seamless migration from legacy platforms
Learn more →
03
◆ Tech only
Our Tech,
Your Team

You keep full control — we give you the tools to run it smarter

As the legal DAF sponsor, your charity remains responsible for custody, compliance, and grantmaking. With DAFtech's platform, those responsibilities become far easier to manage with less overhead and better visibility.

  • Your team operates the DAF program
  • DAFtech provides the full technology stack
  • Retain custody, compliance, and grantmaking control
  • Dramatically lower overhead vs. legacy tools
Learn more →
Available globally. Backed by

The infrastructure behind DAFtech

GivingTech is a global leader in philanthropic fintech, providing tailored infrastructure for nonprofits and charitable foundations — from CRM and marketing tools to task management, cross-border fundraising, and Donor-Advised Funds.

Visit GivingTech.org →
5,000+
Nonprofit and foundation clients
4.5M
Donors served
6
Countries active
2009
Year founded

Have a DAF or want to create one?

Whether you're launching from scratch, modernizing a legacy platform, or exploring philanthropic options for your clients — let's talk.

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