- Millionsverified charities in the database
- 3distinct platform roles — donor, charity, admin
- 0%transaction fees for charity withdrawals
The challenge
- ◆Donor-advised funds have long been the most efficient vehicle for charitable giving — but the administrative infrastructure was complex and inaccessible to smaller donors
- ◆A three-sided platform required purpose-built workflows for donors, charities, and administrators, each with different data needs and compliance requirements
- ◆Handling diverse asset types — cash, stock, and securities — required robust financial processing and compliant documentation at every step
Donor-advised funds are the most tax-efficient vehicle for charitable giving — but the infrastructure behind them has always been too complex for everyday donors to access. This platform abstracts that complexity into an accessible product serving donors, charities, and administrators with purpose-built workflows for each.
Key capabilities
Donor platform
Immediate tax deduction documentation, access to millions of verified charities, full contribution and transaction history, and the ability to order personalized giving booklets.
Charity toolkit
Account and profile management, tools to accept cash, stock, and securities, Charity System card integration with zero-fee transactions, and access to investment pools.
Administrator console
End-to-end user and charity management, profile verification, secure check capture, inquiry resolution, and comprehensive investment tracking — all in one view.
Tax documentation engine
Automatically generates compliant deduction documentation for every contribution, removing the administrative burden from donors and eliminating manual paperwork.
Outcome
A platform that made sophisticated charitable giving — previously only accessible to high-net-worth individuals — available to everyday donors at minimal cost.
Results
Democratized donor-advised giving
Made sophisticated charitable giving accessible to everyday donors — not just high-net-worth individuals or institutions with legal counsel.
Faster fund disbursement
Charities receive funds faster with automated processing replacing manual paperwork and check handling.
Full transaction visibility
Administrators have a complete audit trail for every donation, grant, and disbursement — with zero reconciliation gaps.