GivingTech

The tech platform
for
Donor Advised Funds

DAFTech is the all-in-one platform built specifically for operating a Donor Advised Fund. A cloud-based CRM, ERP, and investment platform, we help to automate and digitize the entire DAF lifecycle, for both you and your fundholders.
Now available in the U.S., Canada, U.K. and Israel.
Contact us today to see how DAFTech can help you too.

DAFTech is the world's first Donor Advised Fund management platform.

DAFTech was designed to simplify and digitize the management and operation of a Donor Advised Fund. Processes that in the past were done by different, outdated systems, are now integrated into a single, cloud-based platform.

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Fundholder management

Our CRM makes it easy to manage your fundholders and their accounts.

Digitizing processes

Our ERP platform digitizes your deposit, donation, allocation, and reconciliation processes.

Integrated investing

Allow your fundholders to invest and trade online. Provide real-time portfolio values.

Tech built for Donor Advised Funds

The DAFTech platform uses advanced technology to simplify and digitize the processes and operations involved in running a DAF.
Online onboarding

Create customized registration forms, and your fundholder's account is created automatically or following your approval.

Recording deposits

Fundholders donate online, record their check, use ACH direct deposit, or wire directly to their virtual bank account number.

Virtual bank account

Thanks to Modern Treasury, donors can wire directly into their own virtual bank account number, simplifying deposits and account reconciliation.

Investing online

Display your investment tracks and allow fundholders to proportionally or individually allocate their assets, as well as see their portfolio's real-time value.

Search and donate

Donors can search (and research) any charity in your country, and place a one-time or recurring donation. The request awaits your review.

Donation allocation

Once you've approved the donation, easily transfer funds to recipient organizations through automated batch ACH transfers and e-check mailing.

Task and approval management

All deposit, investment, and allocation requests are easily managed with our DAF ERP. When approved, fund balances update automatically.

Updating and messaging

Communicate with your fundholders, offer them AI-powered suggested charities, and provide live chat customer service by chatbot and in person.

Managing and reconciling

Easily view cash and account balances, of individual fundholders and total funds on hand, to perform daily or periodic account reconciliation.

Customization. We got you covered.

Have a legacy program that you absolutely can't part with? Have a donor website that you love and don't want to replace? Tell us where you're at and what suits you best and we'll do our best to customize DAFTech to meet your specific needs.

My DAF online

Optimizing the DAF experience for you and your fundholders

Our Donor Advised Fund management platform provides your fundholders with a new world of digital experiences.
Account deposits

One-time or recurring deposits by credit card, Paypal, direct debit, wire transfer, and more.

Search and donate

Get detailed information, and donate your funds, to any charity in the country.

Recurring and timed giving

Schedule recurring donations, or a donation to be made at a later date.

Updates and messaging

Receive updates and send messages discretely to your favorite charities.

Fundraise

Create a campaign to fundraise for your DAF account.

Create multiple funds

Create additional funds for family members, employees, and more.

Live chat

Get real-time live-chat help through your phone or PC.

Investing

Easily make and change investment decisions online, and see the real-time value of your portfolio.

Transfers

Easily transfer funds to the account of a family member, employee, or friend.

Charity gift cards

Order and distribute print and digital charity gift cards.

Users and owners

Easily add authorized users, owners, and successors to your account.

International

Donate to nonprofits anywhere in the world.

Ready for ACE

The Accelerating Charitable Efforts (ACE) Act, currently being debated in Congress, would require US Donor Advised Funds to monitor and enforce minimum allocation requirements on each fundholder. DAFTech is ready with the technology needed to meet your ACE requirements.

Who's behind DAFTech?

DAFTech was developed by Giving Technologies, a tech company based in the US and Israel that provides CRM and fundraising systems to over 4,000 nonprofits worldwide.

DAFTech was designed and developed to digitize and simplify all of the processes involved in managing and operating a Donor Advised Fund, from both the DAF and the fundholder perspective.
DAFTech is customized to the specific needs of every Donor Advised Fund. You tell us where you are and what you need, and we'll work to accomodate.
By automating and digitizing the management of your DAF, we aim to greatly reduce your administrative overhead and expenses. See below for our pricing model.
4000

Nonprofits served

650,000

Donors

2,300,000

Donations processed

2009

Founded in

Pricing

All-inclusive pricing for our core platform, and pay-as-you-go pricing for our add-ons.

Growing DAFs

For funds of less than 200 fundholders or $100m in assets

$499/mo

and 0.15% of managed assets
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Everything included:
  • CRM fundholder management
  • ERP asset management
  • Online investment platform
  • White-labelled donor website
  • Dedicated support

Enterprise DAF

For larger funds, please contact us for custom pricing.

Contact us

to discuss your needs
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Also includes:
  • Full customization
  • Dedicated fundholder support
  • Unlimited users and accounts
  • Multiligual and multicurrency
  • Backend integration
Optional

Add-ons

Some features have additional per-usage costs.

Varies

paid directly to the vendor
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Among them
  • Live chat (Intercom)
  • Virtual accounts (ModernTreasury)
  • Outbound ACH (Mercury Bank)
  • Check printing and mailing (Lob.com)
  • Credit card fees (Stripe)