FundOS adapts to how you work and scales as you grow — supporting contributions, grants, investments, compliance, and the full donor and advisor experience.
Designed to deliver across every function your program depends on
1
Integrated Architecture
One source of truth across every function. Data entered once, correct everywhere.
2
Automation Depth
Operations that scale to support your team, so they can focus on what matters most.
3
Donor and Advisor Experience
Modern, mobile-friendly, and real-time. Built to compete with the best in the field.
4
Compliance by Design
Regulatory rules encoded in the system, configured directly into your workflow.
5
Partner-Ready
Native multi-tenancy. New white-label programs launch through configuration, not custom builds.
6
AI-Ready
A structured data model that makes AI a natural extension of operations, not a bolt-on.
Built for the full spectrum of charitable fund administration
DAF Sponsoring Organizations
Commercial and community sponsors running donor-advised fund programs at scale.
Community Foundations
Administering a full range of fund types — endowments, scholarships, field-of-interest, designated, and DAFs.
University and Faith-Based Funds
Managing scholarship, endowment, and designated funds alongside donor programs that advance your mission.
Financial Institutions
Banks, RIAs, and wealth firms offering white-label or embedded charitable fund programs to clients and advisors.
Ready to see FundOS in action?
Request a demo to see the platform firsthand or talk to our team to learn more.
