Leverage world-class technology and industry-leading infrastructure to modernize your donor-advised fund (DAF) program with DAF OS—a complete, programmable administration platform for DAF-sponsoring public charities. This powerful operating system combines modern DAF technology, automation, and seamless integration with hands-on support for administrators, including onboarding and technical assistance.
DAF OS empowers your organization to:
- Scale donor engagement
- Simplify compliance
- Automate back-office operations while enabling custom investments and flexible governance
- Access robust accounting systems with integrated support for separately managed accounts
Offer your donors a delightful giving experience with easy-to-use technology, broad investment configurations, and options for integrated marketing and support tools. Money movements feel fast, and your organization builds trust. As the most modern and compliance-oriented DAF software, DAF OS offers a faster, scalable, and customizable platform on which to grow your DAF program.
A FULLY MODERN USER INTERFACE AND DONOR EXPERIENCE
DAF OS: Modern Infrastructure For Modern Philanthropy
What makes DAF OS different:
- More Than a System of Record: DAF OS is not just an accounting ledger—it’s a modern, fintech-grade platform with automated money movement, programmatic grantmaking, and real-time fund visibility.
- Tailored Investment & Governance Programs: Run any investment lineup: custom SMAs, ETFs, alternatives, or pooled funds. Build workflows that reflect your policies and grantmaking rules.
- Embedded Modern Donor Experiences: Out-of-the-box, mobile-first donor portal. Paperless onboarding. Role-based access and tools for your team.
- Fully Automated Compliance & Operations: No more spreadsheets. DAF OS automates restricted asset tracking, donor communications, grant letters, and audit-ready reporting.
Why Work with Foundation Source?
We are the only provider to offer a complete, programmable administration platform designed specifically for DAF-sponsoring public charities. Built to manage the full complexity of enterprise-grade philanthropy with the efficiency of modern financial technology, our platform combines comprehensive capabilities with proven expertise.
Strengthened by deep relationships across donors, advisors, and nonprofits, we are uniquely equipped to help sponsoring organizations drive engagement, expand partnerships, and maximize the impact of your DAF.
ABOUT FOUNDATION SOURCE
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, Foundation Source is the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Its flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. Foundation Source works with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, Foundation Source supports more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administers more than $55 billion in charitable assets and facilitate more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
