Services

Tailored Services to Meet Each Client's Needs

At Give Interactive, we understand that each organization has unique goals and challenges. That’s why we offer a flexible approach to our services, allowing you to choose the level of support that best fits your foundation

Services

Tailored Services to Meet Each Client's Needs

At Give Interactive, we understand that each organization has unique goals and challenges. That’s why we offer a flexible approach to our services, allowing you to choose the level of support that best fits your foundation

Customer Segments

We serve a diverse range of philanthropic organizations, including financial service firms, national DAF sponsors, and independent and community foundations.

Financial Services DAF

Serving banks, asset managers and RIAs through DAF platform technology and administration. Whether your organization is launching a DAF program or a 25 year old program, we can help you scale and expand your client offerings.

Community Foundations

Our platform is built to support the unique operating model of Community Foundations including endowment management, program based grants management and DAFs.

Special Purpose DAF

Faith-based and special focused DAFs tend to operate in large scale and customized programs and our tools help scale and modernize their DAF programs.

Customer Segments

We serve a diverse range of philanthropic organizations, including financial service firms, national DAF sponsors, and independent and community foundations.

Financial Services DAF

Serving banks, asset managers and RIAs through DAF platform technology and administration. Whether your organization is launching a DAF program or a 25 year old program, we can help you scale and expand your client offerings.

Community Foundations

Our platform is built to support the unique operating model of Community Foundations including endowment management, program based grants management and DAFs.

Special Purpose DAF

Faith-based and special focused DAFs tend to operate in large scale and customized programs and our tools help scale and modernize their DAF programs.

Empowering Financial DAFs to Scale

Financial Services Donor Advised Funds

Give Interactive provides financial service firms with a robust, scalable platform tailored to meet the unique demands of managing donor-advised funds. Our technology enables institutions to streamline fund management, from grant processing to investment oversight, all within a secure, cloud-based environment.

Built with the needs of financial service firms in mind, Give Interactive’s platform integrates seamlessly with existing financial systems, ensuring data integrity, efficient workflows, and compliance. Our mobile-first, intuitive design offers clients a smooth, engaging experience, helping financial institutions to attract and retain high-value donors while supporting their philanthropic goals.

Can Give Interactive integrate with our existing systems?

Yes, our platform can be used as a standalone solution or integrated with your existing systems. We provide cross-reporting capabilities and can feed DAF data into other client portals, ensuring seamless workflows and a cohesive experience for your clients.

How does Give Interactive enhance the donor experience?

Financial service DAFs can use our platform to create sub-branded portals for regional firms or partner programs. These portals offer donors an intuitive way to view fund activity, make grants, and explore giving opportunities, all within a personalized experience that reflects their unique partnerships.

Does Give Interactive support complex investment and fund structures?

Yes, our platform handles multi-custodian models, pooled investments, and other complex structures with tools for investment aggregation, reconciliation, and reporting, making it easy to manage diverse investment needs.

Why do financial service DAFs choose Give Interactive?

Our platform is built specifically to meet the needs of financial institutions managing DAFs. We combine deep expertise in philanthropy and financial technology to deliver reliable, efficient tools that grow with your program and support your clients effectively.

Empowering Financial DAFs to Scale

Financial Services Donor Advised Funds

Give Interactive provides financial service firms with a robust, scalable platform tailored to meet the unique demands of managing donor-advised funds. Our technology enables institutions to streamline fund management, from grant processing to investment oversight, all within a secure, cloud-based environment.

Built with the needs of financial service firms in mind, Give Interactive’s platform integrates seamlessly with existing financial systems, ensuring data integrity, efficient workflows, and compliance. Our mobile-first, intuitive design offers clients a smooth, engaging experience, helping financial institutions to attract and retain high-value donors while supporting their philanthropic goals.

Can Give Interactive integrate with our existing systems?

Yes, our platform can be used as a standalone solution or integrated with your existing systems. We provide cross-reporting capabilities and can feed DAF data into other client portals, ensuring seamless workflows and a cohesive experience for your clients.

How does Give Interactive enhance the donor experience?

Financial service DAFs can use our platform to create sub-branded portals for regional firms or partner programs. These portals offer donors an intuitive way to view fund activity, make grants, and explore giving opportunities, all within a personalized experience that reflects their unique partnerships.

Does Give Interactive support complex investment and fund structures?

Yes, our platform handles multi-custodian models, pooled investments, and other complex structures with tools for investment aggregation, reconciliation, and reporting, making it easy to manage diverse investment needs.

Why do financial service DAFs choose Give Interactive?

Our platform is built specifically to meet the needs of financial institutions managing DAFs. We combine deep expertise in philanthropy and financial technology to deliver reliable, efficient tools that grow with your program and support your clients effectively.

Strengthening Communities Through Philanthropy

Community Foundations

Give Interactive is purpose-built to meet the specific needs of community foundations, empowering them to streamline operations, deepen donor relationships, and maximize their impact. We understand the unique role these organizations play in serving local communities, supporting a wide array of constituents, including donors, charities, advisors, and companies. Our platform offers tailored tools for managing DAFs, endowments, agency funds, private foundations, pooled investments, multi-custodian models, private label programs, and planned giving initiatives.

With robust features for donor development tracking, community outreach, grant processing, and fund reporting, Give Interactive simplifies the complexities of fund management and donor engagement within a unified, cloud-based solution. Our intuitive interface and customizable options enhance transparency and ease of use for donors, staff, and community partners alike. By supporting planned giving strategies, seamless donor tracking, and impactful engagement, we help community foundations expand local philanthropic efforts and deliver greater value to the communities they serve.

Can Give Interactive handle the unique reporting requirements of community foundations?

Yes, our platform offers customizable reporting tools tailored to the specific needs of community foundations. Whether it’s fund-level statements, donor-specific reports, or investment performance summaries, we ensure you can generate the detailed insights your stakeholders require.

Does Give Interactive support complex grant tracking?

Absolutely. Our platform allows community foundations to track complex grants with precision, offering visibility across all departments. This ensures streamlined collaboration, better compliance, and a holistic view of grant activity to support informed decision-making.

How does Give Interactive support donor development and planned giving?

Our platform includes tools to track donor relationships, planned giving opportunities, and engagement pipelines. With features designed to enhance donor stewardship, we help community foundations build deeper relationships and secure long-term philanthropic support.

Why do community foundations choose Give Interactive?

Give Interactive combines deep expertise in community foundations with advanced technology to deliver tailored solutions for fund management, donor engagement, and operational efficiency. We understand the unique challenges community foundations face and provide the tools to meet them, empowering you to focus on building stronger communities.

Strengthening Communities Through Philanthropy

Community Foundations

Give Interactive is purpose-built to meet the specific needs of community foundations, empowering them to streamline operations, deepen donor relationships, and maximize their impact. We understand the unique role these organizations play in serving local communities, supporting a wide array of constituents, including donors, charities, advisors, and companies. Our platform offers tailored tools for managing DAFs, endowments, agency funds, private foundations, pooled investments, multi-custodian models, private label programs, and planned giving initiatives.

With robust features for donor development tracking, community outreach, grant processing, and fund reporting, Give Interactive simplifies the complexities of fund management and donor engagement within a unified, cloud-based solution. Our intuitive interface and customizable options enhance transparency and ease of use for donors, staff, and community partners alike. By supporting planned giving strategies, seamless donor tracking, and impactful engagement, we help community foundations expand local philanthropic efforts and deliver greater value to the communities they serve.

Can Give Interactive handle the unique reporting requirements of community foundations?

Yes, our platform offers customizable reporting tools tailored to the specific needs of community foundations. Whether it’s fund-level statements, donor-specific reports, or investment performance summaries, we ensure you can generate the detailed insights your stakeholders require.

Does Give Interactive support complex grant tracking?

Absolutely. Our platform allows community foundations to track complex grants with precision, offering visibility across all departments. This ensures streamlined collaboration, better compliance, and a holistic view of grant activity to support informed decision-making.

How does Give Interactive support donor development and planned giving?

Our platform includes tools to track donor relationships, planned giving opportunities, and engagement pipelines. With features designed to enhance donor stewardship, we help community foundations build deeper relationships and secure long-term philanthropic support.

Why do community foundations choose Give Interactive?

Give Interactive combines deep expertise in community foundations with advanced technology to deliver tailored solutions for fund management, donor engagement, and operational efficiency. We understand the unique challenges community foundations face and provide the tools to meet them, empowering you to focus on building stronger communities.

Custom Solutions for Unique Missions

Special Services Donor Advised Funds

Give Interactive understands that special service DAFs often have unique missions and specialized needs. Our flexible, adaptable platform is built to support these organizations with customized tools and features that go beyond standard DAF functions.

From managing niche grant programs to overseeing tailored investment portfolios, Give Interactive empowers special service DAFs to streamline their operations while aligning with their distinct goals. Our technology offers advanced security, seamless data integration, and the ability to adapt workflows, ensuring that each fund operates with precision and efficiency. By providing a solution that caters specifically to your mission, we help special service DAFs maximize their impact in the communities they serve.

How does Give Interactive support faith-based and cause-focused DAF sponsors?

Give Interactive provides a tailored platform for faith-based and cause-focused DAF sponsors to align their fund management with their mission. Our tools allow you to highlight specific giving opportunities, manage unique donor relationships, and provide personalized donor experiences, enabling sponsors to inspire impactful generosity within their communities.

Can charities, hospitals, or universities use Give Interactive to launch their own DAF programs?

Yes, Give Interactive supports organizations like charities, hospitals, and universities in establishing and managing their own DAF programs. From seamless fund onboarding to grant processing and reporting, our platform simplifies operations, empowering these organizations to enhance their philanthropic impact while engaging their donors in meaningful ways.

How does Give Interactive handle special due diligence or granting policies?

Our platform enables special-purpose DAF sponsors to implement and track specific charity due diligence processes and granting policies. This includes managing unique requirements such as mission alignment, cause-specific compliance, or detailed policy adherence, ensuring every grant is aligned with your organization’s values and guidelines.

Why do special-purpose DAF sponsors choose Give Interactive?

Give Interactive’s expertise in both philanthropy and technology makes us the ideal partner for special-purpose DAF sponsors. Whether faith-based, cause-focused, or institutionally managed, our platform provides the tools and flexibility needed to manage funds, build strong donor relationships, apply customized policies, and achieve your mission with efficiency and impact.

Custom Solutions for Unique Missions

Special Services Donor Advised Funds

Give Interactive understands that special service DAFs often have unique missions and specialized needs. Our flexible, adaptable platform is built to support these organizations with customized tools and features that go beyond standard DAF functions.

From managing niche grant programs to overseeing tailored investment portfolios, Give Interactive empowers special service DAFs to streamline their operations while aligning with their distinct goals. Our technology offers advanced security, seamless data integration, and the ability to adapt workflows, ensuring that each fund operates with precision and efficiency. By providing a solution that caters specifically to your mission, we help special service DAFs maximize their impact in the communities they serve.

How does Give Interactive support faith-based and cause-focused DAF sponsors?

Give Interactive provides a tailored platform for faith-based and cause-focused DAF sponsors to align their fund management with their mission. Our tools allow you to highlight specific giving opportunities, manage unique donor relationships, and provide personalized donor experiences, enabling sponsors to inspire impactful generosity within their communities.

Can charities, hospitals, or universities use Give Interactive to launch their own DAF programs?

Yes, Give Interactive supports organizations like charities, hospitals, and universities in establishing and managing their own DAF programs. From seamless fund onboarding to grant processing and reporting, our platform simplifies operations, empowering these organizations to enhance their philanthropic impact while engaging their donors in meaningful ways.

How does Give Interactive handle special due diligence or granting policies?

Our platform enables special-purpose DAF sponsors to implement and track specific charity due diligence processes and granting policies. This includes managing unique requirements such as mission alignment, cause-specific compliance, or detailed policy adherence, ensuring every grant is aligned with your organization’s values and guidelines.

Why do special-purpose DAF sponsors choose Give Interactive?

Give Interactive’s expertise in both philanthropy and technology makes us the ideal partner for special-purpose DAF sponsors. Whether faith-based, cause-focused, or institutionally managed, our platform provides the tools and flexibility needed to manage funds, build strong donor relationships, apply customized policies, and achieve your mission with efficiency and impact.

Engagement Models

SaaS Only

Our SaaS-only model provides advanced technology to power the management of all fund types, including DAFs, endowments, agency funds, and private foundations. With robust tools for fund management, donor engagement, reporting, and compliance, this model is ideal for organizations seeking to retain full control while streamlining their operations.

SaaS + Services

For organizations looking for more support, our SaaS + Services model combines our powerful platform with tailored services such as fund accounting, grant processing, and donor stewardship. We offer a range of a la carte services, allowing you to customize the level of support you need while maintaining operational flexibility.

Full Service + Private Label DAF Program

Our full-service model provides end-to-end administration for your DAF program through our related 501c3 DAF Sponsoring charities, including fund management, granting, donor support, compliance, and reporting—all under your organization’s brand. Perfect for private label DAF programs, this turnkey solution allows you to focus on building donor relationships while we handle the operational complexities.

Engagement Models

SaaS Only

Our SaaS-only model provides advanced technology to power the management of all fund types, including DAFs, endowments, agency funds, and private foundations. With robust tools for fund management, donor engagement, reporting, and compliance, this model is ideal for organizations seeking to retain full control while streamlining their operations.

SaaS + Services

For organizations looking for more support, our SaaS + Services model combines our powerful platform with tailored services such as fund accounting, grant processing, and donor stewardship. We offer a range of a la carte services, allowing you to customize the level of support you need while maintaining operational flexibility.

Full Service + Private Label DAF Program

Our full-service model provides end-to-end administration for your DAF program through our related 501c3 DAF Sponsoring charities, including fund management, granting, donor support, compliance, and reporting—all under your organization’s brand. Perfect for private label DAF programs, this turnkey solution allows you to focus on building donor relationships while we handle the operational complexities.

Full control, your way

SaaS Only

Our SaaS-only model provides organizations with robust technology to manage all fund types, including DAFs, endowments, agency funds, private foundations, scholarship funds, and operating funds. This model delivers advanced tools for fund management, donor engagement, grant tracking, reporting, and compliance. Designed for organizations that prefer to manage their operations in-house, our SaaS platform ensures efficiency, transparency, and scalability.

Features

• Comprehensive fund management for all fund types

• Donor and advisor portals with customizable branding

• Advanced reporting and compliance tools

• Investment data aggregation and reconciliation

Can your platform integrate with our existing systems?

Yes, our SaaS platform integrates seamlessly with CRMs, general ledgers, and custodian systems, ensuring efficient workflows and data accuracy.

Is the platform suitable for multi-custodian models?

Absolutely. Our SaaS supports multi-custodian setups and provides tools for pooled investment management and performance tracking.

Can we customize donor portals?

Yes, donor portals can be customized with your branding and tailored features to enhance donor engagement.

Platform with expert support

SaaS + Service

The SaaS + Services model combines the power of our platform with tailored services to support your operations. Whether you need assistance with fund accounting, grant processing, donor stewardship, or compliance, we provide flexible, a la carte services to meet your needs. This hybrid model is ideal for organizations seeking to enhance their capabilities without taking on full-service outsourcing.

Features

• Access to our SaaS platform for fund management

• A la carte services tailored to your operational needs

• Hybrid support model for flexible scalability

A La Carte Services Include

• Investment Reconciliation Services

• Contribution Processing

• Grants Processing

• Fund Openings

• Fund & Donor Database Management

• Quarterly Fund Statement Preparation

• Marketing Automation Support

• Financial Statement Preparation

What services can we choose from?

You can select from a variety of services, including investment reconciliation, grants processing, fund openings, marketing automation support, and more.

Can we transition between service levels if needed?

Yes, our flexible model allows organizations to scale services up or down based on their changing needs.

How do your services integrate with the SaaS platform?

All services are seamlessly integrated into the platform, ensuring smooth workflows and data consistency.

Platform with expert support

SaaS + Service

The SaaS + Services model combines the power of our platform with tailored services to support your operations. Whether you need assistance with fund accounting, grant processing, donor stewardship, or compliance, we provide flexible, a la carte services to meet your needs. This hybrid model is ideal for organizations seeking to enhance their capabilities without taking on full-service outsourcing.

Features

• Access to our SaaS platform for fund management

• A la carte services tailored to your operational needs

• Hybrid support model for flexible scalability

A La Carte Services Include

• Investment Reconciliation Services

• Contribution Processing

• Grants Processing

• Fund Openings

• Fund & Donor Database Management

• Quarterly Fund Statement Preparation

• Marketing Automation Support

• Financial Statement Preparation

What services can we choose from?

You can select from a variety of services, including investment reconciliation, grants processing, fund openings, marketing automation support, and more.

Can we transition between service levels if needed?

Yes, our flexible model allows organizations to scale services up or down based on their changing needs.

How do your services integrate with the SaaS platform?

All services are seamlessly integrated into the platform, ensuring smooth workflows and data consistency.

Comprehensive, customized, and branded

Full Service + Private Label

Our full-service model provides end-to-end administration for your DAF program or other fund types, all under your organization’s brand. This includes everything from fund onboarding and granting to donor support, compliance, and reporting. Ideal for private label programs, this turnkey solution allows you to focus on mission and donor engagement while we handle operational complexities.

Features

• Full-service fund administration under your brand

• Comprehensive donor support and stewardship

• Grant processing and compliance management

• Detailed fund statements and reporting

Can this model support private label programs?

Yes, our full-service model is designed for private label programs, allowing your organization to maintain its unique branding.

Do you handle donor inquiries and support?

Absolutely. We provide full donor support, ensuring a seamless experience for your contributors.

Can this model accommodate custom granting policies?

Yes, we can implement and track custom granting policies, including specific due diligence requirements and approval processes.

How do you maintain transparency with our stakeholders?

We provide detailed, branded reporting, including fund statements, grant activity reports, and investment performance summaries, to ensure full transparency.

Comprehensive, customized, and branded

Full Service + Private Label

Our full-service model provides end-to-end administration for your DAF program or other fund types, all under your organization’s brand. This includes everything from fund onboarding and granting to donor support, compliance, and reporting. Ideal for private label programs, this turnkey solution allows you to focus on mission and donor engagement while we handle operational complexities.

Features

• Full-service fund administration under your brand

• Comprehensive donor support and stewardship

• Grant processing and compliance management

• Detailed fund statements and reporting

Can this model support private label programs?

Yes, our full-service model is designed for private label programs, allowing your organization to maintain its unique branding.

Do you handle donor inquiries and support?

Absolutely. We provide full donor support, ensuring a seamless experience for your contributors.

Can this model accommodate custom granting policies?

Yes, we can implement and track custom granting policies, including specific due diligence requirements and approval processes.

How do you maintain transparency with our stakeholders?

We provide detailed, branded reporting, including fund statements, grant activity reports, and investment performance summaries, to ensure full transparency.

Competitive Advantages

Purpose Built Expertise: Our team combines deep experience in the philanthropic sector with cutting-edge technology expertise. This ensures our platform is tailored to the unique needs of donor-advised funds (DAFs), endowments, private foundations, and other complex fund structures, delivering solutions designed for maximum efficiency and impact.

Modern Tech Stack with API-Driven Flexibility: Built on a modern, cloud-based architecture, our platform features robust API-driven capabilities, enabling seamless integration with CRMs, general ledgers, custodians, and other systems. This ensures efficient workflows, accurate data sharing, and the flexibility to adapt to your organization’s evolving technology needs.

Personalized Philanthropy Approach: From branded donor portals and private label solutions to customizable reporting and granting policies, our platform enables you to deliver a personalized experience that aligns with your mission and resonates with your stakeholders.

Learn More

Competitive Advantages

Purpose Built Expertise: Our team combines deep experience in the philanthropic sector with cutting-edge technology expertise. This ensures our platform is tailored to the unique needs of donor-advised funds (DAFs), endowments, private foundations, and other complex fund structures, delivering solutions designed for maximum efficiency and impact.

Modern Tech Stack with API-Driven Flexibility: Built on a modern, cloud-based architecture, our platform features robust API-driven capabilities, enabling seamless integration with CRMs, general ledgers, custodians, and other systems. This ensures efficient workflows, accurate data sharing, and the flexibility to adapt to your organization’s evolving technology needs.

Personalized Philanthropy Approach: From branded donor portals and private label solutions to customizable reporting and granting policies, our platform enables you to deliver a personalized experience that aligns with your mission and resonates with your stakeholders.