In recent years, Donor Advised Funds or DAF’s have been embraced by donors as a highly flexible tool that helps simplify and coordinate their charitable gifting. With prominent investment companies enhancing the visibility of DAFs over the last decade, donors are rapidly adopting the simple tool as a cornerstone for their charitable programs. Kintera’s web-based administration services provide organizations with a turnkey solution for a quick-to-implement, cost effective, private-labeled DAF capability.
Features
Front-end Implementation - Our service seamlessly integrates the DAF program into your existing web presence and online operations, including:
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Online access for donors and advisors including account opening, account contributions, grant recommendations, account balance and transaction reporting
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Searchable database of all IRS approved 501(c)3 charities
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Seamless integration with your website, customized with your branding and secure login for donors and advisors
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Offline forms and reporting: applications, contribution and grants
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Private-labeled statements and tax receipts for your clients
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Online access for client service
Back-office Implementation and Technology - Our DAF program handles all ongoing back-office operation of your private-labeled DAF including accounting and reconciliation, sub-accounting, and data interfacing.
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High volume capability and ability to handle diverse contribution processing of stocks, bonds, cash, mutual funds, etc.
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All grant processing support and communications
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Technology management, upgrades, innovation and support
Launch Support - Our service includes extensive support to prepare your product for a successful launch and sales effort, including:
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Private-labeling of all online account access portals, online educational material, paper forms, paper statements and tax receipts for your clients
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Marketing and educational blueprint for your branded print collateral
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Training sessions for your key personnel
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Participation in marketing rollout and sales efforts, if desired
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