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Private Foundations and Visibility: How Public Should You Be?

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Visibility vs. Discretion Both visibility and discretion can be useful for giving impactfully. Let’s first clarify what each means in…
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The Modern Operating System for Donor-Advised Funds

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DAF OS empowers your organization to: Scale donor engagement Simplify compliance Automate back-office operations while enabling custom investments and flexible…
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Turnkey Branded DAF Programs For Nonprofits

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Activate your major donors to support your mission more powerfully with a white-labeled donor-advised fund (DAF) program1 that makes giving…
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Turnkey Branded DAF Programs for Wealth Managers

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Launch a powerful, white-labeled donor-advised fund (DAF) program¹ for your firm with custom investments, automated back office, and premier philanthropic…