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Donor Advised Fund

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. Blackbaud Internet Solutions' 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:

Online access for donors and advisors including account opening, account contributions, grant recommendations, account balance and transaction reporting
Searchable database of all IRS approved 501(c)3 charities
Seamless integration with your website, customized with your branding and secure login for donors and advisors
Offline forms and reporting: applications, contribution and grants
Private-labeled statements and tax receipts for your clients
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.

High volume capability and ability to handle diverse contribution processing of stocks, bonds, cash, mutual funds, etc.
All grant processing support and communications
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:

Private-labeling of all online account access portals, online educational material, paper forms, paper statements and tax receipts for your clients
Marketing and educational blueprint for your branded print collateral
Training sessions for your key personnel
Participation in marketing rollout and sales efforts, if desired