PLATFORM

A Platform Built for Philanthropy’s Future

Give Interactive’s platform is a robust solution crafted specifically for the unique needs of DAF sponsors and charitable foundations. With a mobile-first, user-centered design, we streamline fund management, investment oversight, and grant processing.

PLATFORM

A Platform Built for Philanthropy’s Future

Give Interactive’s platform is a robust solution crafted specifically for the unique needs of DAF sponsors and charitable foundations. With a mobile-first, user-centered design, we streamline fund management, investment oversight, and grant processing.

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the future of giving

Platform Overview

Our all-in-one solution consolidates donor, fund, and grant management into a single interface. Backed by secure, cloud-based architecture, it offers scalability and data integrity while providing real-time insights to support growth and impact.

the future of giving

Platform Overview

Our all-in-one solution consolidates donor, fund, and grant management into a single interface. Backed by secure, cloud-based architecture, it offers scalability and data integrity while providing real-time insights to support growth and impact.

“86% of FIs (Financial Institutions) stated that personalization is a clear, visible priority for the company and its digital strategy, with 92% planning to invest further in the practice.“

MasterCard 2024 Report:
https://www.mastercardservices.com/en/advisors/consumer-engagement-loyalty-consulting/insights/guide-personalization-financial

Advanced Personalization

Our platform is modeled after the growing trend in financial services to deliver personalized, client-centered experiences through tailored digital experiences.

By leveraging advanced data analytics and adaptable technology, we enable donor-advised funds and foundations to offer a customized giving experience that feels as personal as it is impactful. Just as financial institutions tailor services to meet each client’s specific needs, Give Interactive allows you to create unique philanthropic journeys through co-branding, donor segmentation, and product customization—providing each donor and advisor with a meaningful, individualized experience that aligns with their giving goals.

“86% of FIs (Financial Institutions) stated that personalization is a clear, visible priority for the company and its digital strategy, with 92% planning to invest further in the practice.“

MasterCard 2024 Report:
https://www.mastercardservices.com/en/advisors/consumer-engagement-loyalty-consulting/insights/guide-personalization-financial

Advanced Personalization

Our platform is modeled after the growing trend in financial services to deliver personalized, client-centered experiences through tailored digital experiences.

By leveraging advanced data analytics and adaptable technology, we enable donor-advised funds and foundations to offer a customized giving experience that feels as personal as it is impactful. Just as financial institutions tailor services to meet each client’s specific needs, Give Interactive allows you to create unique philanthropic journeys through co-branding, donor segmentation, and product customization—providing each donor and advisor with a meaningful, individualized experience that aligns with their giving goals.

A Unified Solution for Maximum Efficiency

Scalable, and Impact-Driven

The Give Interactive platform is an all-in-one solution purpose-built to meet the unique needs of donor-advised funds (DAFs) and charitable foundations. By consolidating donor, fund, and grant management into a single, intuitive interface, our platform eliminates the inefficiencies of fragmented systems and simplifies complex workflows. Whether you’re managing a few funds or thousands, Give Interactive equips your organization with the tools to streamline operations and maximize impact.

Seamless Integration for Fund, Grant, and Donor Management

At its core, the platform unites the three pillars of DAF operations—donor engagement, fund oversight, and grant processing—into one cohesive system. With donor management tools, your team can effortlessly track contributions, personalize donor experiences, and provide transparent fund reporting. The fund management module simplifies investment tracking, fund accounting, and reconciliation, offering real-time visibility into fund performance. Our grant management system enables efficient processing, approval workflows, and tracking, ensuring every grant flows seamlessly from start to finish.

A Unified Solution for Maximum Efficiency

Scalable, and Impact-Driven

The Give Interactive platform is an all-in-one solution purpose-built to meet the unique needs of donor-advised funds (DAFs) and charitable foundations. By consolidating donor, fund, and grant management into a single, intuitive interface, our platform eliminates the inefficiencies of fragmented systems and simplifies complex workflows. Whether you’re managing a few funds or thousands, Give Interactive equips your organization with the tools to streamline operations and maximize impact.

Seamless Integration for Fund, Grant, and Donor Management

At its core, the platform unites the three pillars of DAF operations—donor engagement, fund oversight, and grant processing—into one cohesive system. With donor management tools, your team can effortlessly track contributions, personalize donor experiences, and provide transparent fund reporting. The fund management module simplifies investment tracking, fund accounting, and reconciliation, offering real-time visibility into fund performance. Our grant management system enables efficient processing, approval workflows, and tracking, ensuring every grant flows seamlessly from start to finish.

Client Portals

Our platform is modeled after the growing trend in financial services to deliver personalized, client-centered experiences through tailored digital experiences.

By leveraging advanced data analytics and adaptable technology, we enable donor-advised funds and foundations to offer a customized giving experience that feels as personal as it is impactful.

Just as financial institutions tailor services to meet each client’s specific needs, Give Interactive allows you to create unique philanthropic journeys through co-branding, donor segmentation, and product customization—providing each donor and advisor with a meaningful, individualized experience that aligns with their giving goals.

Client Portals

Our platform is modeled after the growing trend in financial services to deliver personalized, client-centered experiences through tailored digital experiences.

By leveraging advanced data analytics and adaptable technology, we enable donor-advised funds and foundations to offer a customized giving experience that feels as personal as it is impactful.

Just as financial institutions tailor services to meet each client’s specific needs, Give Interactive allows you to create unique philanthropic journeys through co-branding, donor segmentation, and product customization—providing each donor and advisor with a meaningful, individualized experience that aligns with their giving goals.

Sub-Branded Donor Portals

Our platform is modeled after the growing trend in financial services to deliver personalized, client-centered experiences through tailored digital experiences.

By leveraging advanced data analytics and adaptable technology, we enable donor-advised funds and foundations to offer a customized giving experience that feels as personal as it is impactful.

Just as financial institutions tailor services to meet each client’s specific needs, Give Interactive allows you to create unique philanthropic journeys through co-branding, donor segmentation, and product customization—providing each donor and advisor with a meaningful, individualized experience that aligns with their giving goals.

"Our donors love how the portal feels like a personalized site."

Sub-Branded Donor Portals

Our platform is modeled after the growing trend in financial services to deliver personalized, client-centered experiences through tailored digital experiences.

By leveraging advanced data analytics and adaptable technology, we enable donor-advised funds and foundations to offer a customized giving experience that feels as personal as it is impactful.

Just as financial institutions tailor services to meet each client’s specific needs, Give Interactive allows you to create unique philanthropic journeys through co-branding, donor segmentation, and product customization—providing each donor and advisor with a meaningful, individualized experience that aligns with their giving goals.

"Our donors love how the portal feels like a personalized site."

Advisor Level Content

Empower financial advisors, RIAs, and family offices with customized, firm-branded portals designed for their clients. These portals enable organizations to promote educational opportunities, showcase charitable giving tools, and enhance client engagement with tailored resources. With a seamless and personalized experience, our platform helps firms build stronger relationships and inspire impactful philanthropy.

Advisor Level Content

Empower financial advisors, RIAs, and family offices with customized, firm-branded portals designed for their clients. These portals enable organizations to promote educational opportunities, showcase charitable giving tools, and enhance client engagement with tailored resources. With a seamless and personalized experience, our platform helps firms build stronger relationships and inspire impactful philanthropy.

Donor Relations

Strengthen donor engagement with personalized tools and insights that enhance connections, build trust, and drive meaningful impact. Our platform empowers your organization to track relationships, manage opportunities, and create world-class donor experiences.

Charity & Cause Marketplace

Our marketplace connects donors with charities through high-fidelity charity and cause profiles and personalized matching. Leveraging advanced data insights, our platform helps donors discover organizations aligned with their passions, enhancing engagement and impact.

Personalized Reporting & Dashboards

Create customized reporting dashboards for your client portals and admin portals. Embed these dashboards and reports to external sites and streamline custom reporting for high-impact families and VIP funds. Additionally, your team can easily create advisor level reporting packages with print ready impact and philanthropy reports for the advisors' clients.

Custom Family Philanthropy Sites

Our team can build branded, collaborative giving websites for your families and donors.

Showcase Field Of Interest Funds & Projects

Give Interactive makes it easy for you to spotlight their internal fields of interest funds, featured projects, and priority initiatives. With customizable tools, organizations can highlight key programs and inspire donor engagement by aligning contributions with meaningful causes. It’s like putting a spotlight on your best work—except this spotlight also builds trust, drives support, and makes your mission shine even brighter!

Donor Relations

Strengthen donor engagement with personalized tools and insights that enhance connections, build trust, and drive meaningful impact. Our platform empowers your organization to track relationships, manage opportunities, and create world-class donor experiences.

Charity & Cause Marketplace

Our marketplace connects donors with charities through high-fidelity charity and cause profiles and personalized matching. Leveraging advanced data insights, our platform helps donors discover organizations aligned with their passions, enhancing engagement and impact.

Personalized Reporting & Dashboards

Create customized reporting dashboards for your client portals and admin portals. Embed these dashboards and reports to external sites and streamline custom reporting for high-impact families and VIP funds. Additionally, your team can easily create advisor level reporting packages with print ready impact and philanthropy reports for the advisors' clients.

Custom Family Philanthropy Sites

Our team can build branded, collaborative giving websites for your families and donors.

Showcase Field Of Interest Funds & Projects

Give Interactive makes it easy for you to spotlight their internal fields of interest funds, featured projects, and priority initiatives. With customizable tools, organizations can highlight key programs and inspire donor engagement by aligning contributions with meaningful causes. It’s like putting a spotlight on your best work—except this spotlight also builds trust, drives support, and makes your mission shine even brighter!

Fund Management

Give Interactive delivers comprehensive fund management solutions tailored to the needs of DAFs, designated funds, endowed funds, agency funds, scholarship funds, operating funds, private foundation funds, and custom fund offerings.

Our platform supports the management of multiple EINs and legal entities, with the ability to sub-brand at the entity or affiliate level. From tracking balances to managing allocations, granting, and compliance, we provide powerful tools and unmatched flexibility to efficiently manage diverse fund types while ensuring transparency and alignment with donor intent.

Fund Management

Give Interactive delivers comprehensive fund management solutions tailored to the needs of DAFs, designated funds, endowed funds, agency funds, scholarship funds, operating funds, private foundation funds, and custom fund offerings.

Our platform supports the management of multiple EINs and legal entities, with the ability to sub-brand at the entity or affiliate level. From tracking balances to managing allocations, granting, and compliance, we provide powerful tools and unmatched flexibility to efficiently manage diverse fund types while ensuring transparency and alignment with donor intent.

Fund Opening

Give Interactive offers the most streamlined process for opening new funds, ensuring a seamless experience for both donors and administrators. Our platform simplifies onboarding with intuitive workflows and the ability to embed DocuSign packages directly into the process, enabling secure and efficient document completion. With automation and customization options, we make fund openings faster, more accurate, and client-friendly.

Fund Opening

Give Interactive offers the most streamlined process for opening new funds, ensuring a seamless experience for both donors and administrators. Our platform simplifies onboarding with intuitive workflows and the ability to embed DocuSign packages directly into the process, enabling secure and efficient document completion. With automation and customization options, we make fund openings faster, more accurate, and client-friendly.

Moves Management

Give Interactive provides a versatile moves management solution for tracking complex asset donations, firm onboarding, planned giving, and fundraising campaigns. With intuitive tools for pipeline visibility, customizable workflows, and actionable insights, our platform empowers organizations to strategically manage donor engagement and drive successful outcomes across all fundraising efforts.

Moves Management

Give Interactive provides a versatile moves management solution for tracking complex asset donations, firm onboarding, planned giving, and fundraising campaigns. With intuitive tools for pipeline visibility, customizable workflows, and actionable insights, our platform empowers organizations to strategically manage donor engagement and drive successful outcomes across all fundraising efforts.

Standard Grants Management

Give Interactive provides a robust grants management solution capable of processing hundreds of thousands of grants annually with speed and precision. Our platform streamlines the entire granting process, from application to disbursement, while ensuring compliance and accurate reporting. Designed for high-volume operations, we empower organizations to efficiently manage their granting programs and maximize their impact.

Standard Grants Management

Give Interactive provides a robust grants management solution capable of processing hundreds of thousands of grants annually with speed and precision. Our platform streamlines the entire granting process, from application to disbursement, while ensuring compliance and accurate reporting. Designed for high-volume operations, we empower organizations to efficiently manage their granting programs and maximize their impact.

Fund Statements

Our platform empowers clients with dynamic fund statement capabilities, featuring unlimited sub-branded templates to meet diverse donor and organizational needs. Whether you’re managing a single foundation or serving multiple entities, our platform allows you to customize statements with unique branding, layouts, and messaging. With automated generation and distribution, accurate data, and tailored design options, we help you deliver professional, personalized fund statements that enhance transparency and donor engagement.

Gift Processing

Give Interactive streamlines gift processing for every type of donation, from cash to the most complex assets. Our platform handles cash gifts with ease, supports seamless integration for stock and crypto transactions, and provides expert workflows for managing complex asset donations like real estate, privately held business interests, and more. With automated tracking, and reporting, we ensure that every gift is processed accurately and efficiently, enabling you to focus on maximizing impact for your donors and beneficiaries.

Fund Statements

Our platform empowers clients with dynamic fund statement capabilities, featuring unlimited sub-branded templates to meet diverse donor and organizational needs. Whether you’re managing a single foundation or serving multiple entities, our platform allows you to customize statements with unique branding, layouts, and messaging. With automated generation and distribution, accurate data, and tailored design options, we help you deliver professional, personalized fund statements that enhance transparency and donor engagement.

Gift Processing

Give Interactive streamlines gift processing for every type of donation, from cash to the most complex assets. Our platform handles cash gifts with ease, supports seamless integration for stock and crypto transactions, and provides expert workflows for managing complex asset donations like real estate, privately held business interests, and more. With automated tracking, and reporting, we ensure that every gift is processed accurately and efficiently, enabling you to focus on maximizing impact for your donors and beneficiaries.

Enhanced Grant Features

Designated Grants Management

Simplify your designated grants management with tools that allocate a percentage of the fund’s available-to-spend balance for granting. This feature is ideal for legacy funds aiming to create a perpetual funding source, ensuring consistent, sustainable support for charitable causes over time. With automated calculations and streamlined workflows, our platform helps organizations honor donor intent while maximizing long-term impact.

Application-Based Grants

We empower organizations to manage unlimited grant programs, including DAF RFP research, scholarship programs, and competitive grants. Each program can feature unique application criteria, with a dedicated reviewer portal for efficient application reviewing, scoring, and team collaboration. Designed for flexibility and precision, our platform streamlines the administration of diverse grant programs while promoting transparency and impactful decision-making.

Enhanced Grant Features

Designated Grants Management

Simplify your designated grants management with tools that allocate a percentage of the fund’s available-to-spend balance for granting. This feature is ideal for legacy funds aiming to create a perpetual funding source, ensuring consistent, sustainable support for charitable causes over time. With automated calculations and streamlined workflows, our platform helps organizations honor donor intent while maximizing long-term impact.

Application-Based Grants

We empower organizations to manage unlimited grant programs, including DAF RFP research, scholarship programs, and competitive grants. Each program can feature unique application criteria, with a dedicated reviewer portal for efficient application reviewing, scoring, and team collaboration. Designed for flexibility and precision, our platform streamlines the administration of diverse grant programs while promoting transparency and impactful decision-making.

Investment Accounting

Give Interactive delivers cutting-edge investment and fund accounting solutions tailored to foundations, banks, and philanthropic organizations. Our platform simplifies complex financial management with robust tools for fund unitization, earnings allocation, reconciliation, and integrated reporting. By combining advanced technology with deep nonprofit accounting expertise, we empower organizations to maximize efficiency, transparency, and impact

Investment Accounting

Give Interactive delivers cutting-edge investment and fund accounting solutions tailored to foundations, banks, and philanthropic organizations. Our platform simplifies complex financial management with robust tools for fund unitization, earnings allocation, reconciliation, and integrated reporting. By combining advanced technology with deep nonprofit accounting expertise, we empower organizations to maximize efficiency, transparency, and impact

Money Movement Management

Treasury & investment management functions to track all cash movements and request transfers across thousands of accounts and money managers. Each fund can maintain customized Investment, Divestment and Rebalance allocations to allow advanced and automated management of cash flows and trade instructions.

Money Movement Management

Treasury & investment management functions to track all cash movements and request transfers across thousands of accounts and money managers. Each fund can maintain customized Investment, Divestment and Rebalance allocations to allow advanced and automated management of cash flows and trade instructions.

Endowment & Spending Management

Give Interactive's endowment and spending module supports advanced calculations and automations to simplify managing endowed funds and any fund with a spending policy. Our platform ensures compliance by tracking net asset codes within the fund balance manager, automating spending policy adherence, and providing detailed reporting. Designed for precision and efficiency, we empower organizations to sustain long-term impact through seamless fund management.

Endowment & Spending Management

Give Interactive's endowment and spending module supports advanced calculations and automations to simplify managing endowed funds and any fund with a spending policy. Our platform ensures compliance by tracking net asset codes within the fund balance manager, automating spending policy adherence, and providing detailed reporting. Designed for precision and efficiency, we empower organizations to sustain long-term impact through seamless fund management.

Investment Data Aggregation

Manage seamless investment data aggregation, integrating information from many custodians, general ledgers, and external systems into a centralized platform. With automated workflows and robust data validation, our solution ensures accurate reporting and simplifies the management of complex investment portfolios.

Unitized Pooled Accounting & NAVs

Whether your organization processes daily or monthly NAVs, our solution can manage all your allocation and unitized fund accounting across an unlimited combination of pooled investments. Our pool allocation module tracks underlying security level holdings and tracks tax lot level accounting for security donations.

Investment Data Aggregation

Manage seamless investment data aggregation, integrating information from many custodians, general ledgers, and external systems into a centralized platform. With automated workflows and robust data validation, our solution ensures accurate reporting and simplifies the management of complex investment portfolios.

Unitized Pooled Accounting & NAVs

Whether your organization processes daily or monthly NAVs, our solution can manage all your allocation and unitized fund accounting across an unlimited combination of pooled investments. Our pool allocation module tracks underlying security level holdings and tracks tax lot level accounting for security donations.

Partner Integrations for API driven tech stack

From day one, you have the best tech stack at your fingertips through our integrated partnership platform. Through our proactive implementation process, we will work with your team to determine the best solutions to support your goals. Our platform was built through modern fintech engineering for robust out-of-the-box integrations and sophisticated API connections.

Some top DAF Sponsors are transitioning all their long-standing ERP systems to Give Interactive. Others are adding our solution on to their existing tech stack to manage their private label programs.

Whether your organization has already heavily invested in Salesforce portals, or you're looking for a full platform replacement, our solutions are positioned to scale with your growth and digital transformation journey.

Partner Integrations:

Guidestar, PowerBI, Stripe, Plaid, MorningStar/ByAllAccounts,

Salesforce, Sage Intacct, and Segment.

"I have lead multiple complex software implementations in this industry and others.

The Give Interactive process has been the best implementation I have ever been a part of."

Chief Technology Officer (Community Foundation)

Partner Integrations for API driven tech stack

From day one, you have the best tech stack at your fingertips through our integrated partnership platform. Through our proactive implementation process, we will work with your team to determine the best solutions to support your goals. Our platform was built through modern fintech engineering for robust out-of-the-box integrations and sophisticated API connections.

Some top DAF Sponsors are transitioning all their long-standing ERP systems to Give Interactive. Others are adding our solution on to their existing tech stack to manage their private label programs.

Whether your organization has already heavily invested in Salesforce portals, or you're looking for a full platform replacement, our solutions are positioned to scale with your growth and digital transformation journey.