GivingTech

The tech platform
for
Donor Advised Funds

DAFTech is the next generation Donor Advised Fund experience. Whether you need an all-in-one CRM, ERP, and investment platform for operating your new DAF, or want to add on new features and capabilities to your existing tech platform, DAFTech has what you need.

Now available globally, contact us today to see how DAFTech can help you to upgrade your DAF experience.

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All-in-one or add-ons
we've got what you need.

DAFTech is designed to simplify and digitize the management and operation of Donor Advised Funds, with a cloud-based SaaS platform for running your entire DAF, or with add-ons to upgrade your current platform.

Fundholder website

Our fundholder platform gives your donors a giving experience unlike any they've had before.

CRM, ERP, Payouts, Accounting

Our CRM and ERP platform digitizes and automates all of your backend processes.

Online investing

Allow your fundholders to view the real-time value of their portfolios, and invest online.

A fundholder experience never before experienced.

Transform your fundholder website into an engaging and interactive experience.

Online registration

New fundholders can create their DAF account online in 5 minutes or less.

Deposit funds

One-time or recurring deposits by credit card, Paypal, ACH, check, and EFT.

Create multiple funds

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

Transfers

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

Search and donate

Search and donate to over 1 million IRS-approved charities.

Recurring and timed giving

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

Investing

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

Fundraising Campaigns

Create a fundraising campaign and all donations are instantly allocated to your fund.

Users and owners

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

Updates and messaging

Receive updates and send messages discretely to your favorite charities.

Live chat

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

Charity gift cards

Order and distribute print and digital charity gift cards.

Tech that makes managing your DAF a breeze

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

See the platform features
Digital onboarding

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

Approve deposits

Online and ACH deposits are instantly approved, while checks and wires are allocated following your approval.

Donation allocation

Approve donation requests individually or in bulk, or create rules to automate approvals.

Investing online

Select your investment products and receive, manage, and record investment requests and trades, all online.

Transfer to Charities

Manage your recipient charities and pay out instantly and automatically to any charity through GivingTech Payouts.

Management fees

Record fees individually or create fee contracts to automatically deduct from your fundholders' accounts.

Automaticed ledger

Fundholder credits and debits are allocated automatically, and fundholder assets are automatically reconciled to your bank account and its transactions.

Unlimited users

Create unlimited admin users for backend processes, and define their access by page, role or action.

Full customization

Have a specific need or utility that you absolutely need? We'd be happy to build it for you!

CRM

DAFTech is synced with GivingTech's CRM to make it easy to record your fundholder interactions and information.

Marketing

Create and launch email and SMS marketing campaigns to your donors and to your leads.

Task Management

Create tasks and assignments, record opportunities, and set reminders for you and your staff.

See all admin features See all fundholder features

APIs and add-ons

Want to upgrade your existing DAF platform? Make use of one of our APIs and add-ons to expand the functionality of your existing fundholder or admin platform.

IRS Charities API

Get an up-to-date list of all IRS-registered and active US charities that DAFs are eligible to donate to

Fundraising campaign add-on

Enable your fundholders to create fundraising campaigns for memorials, sports events, and more.

International giving API

Allow your fundholders to give to over 3 million charities outside of the US, right from your fundholder website.

Online investing add-on

Enable your fundholders to view the real-time value of their portfolio, and make online trades.

Online payments add-on

Enable your fundholders to make deposits directly into their fund by credit card, Paypal, and online ACH.

One-click deposit API

Enable your fundholders to make repeat or recurring deposits, with no need to re-enter their credit card or connect to their banks.

Who is behind DAFTech?

DAFTech is powered by Giving Technologies, a tech company founded in 2009 and based in Tel Aviv and New York that provides CRM and fundraising systems to over 4,000 nonprofits worldwide.

DAFTech is 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. Prices are based on the size of your DAF and on your charity's specific needs.