Skip to main content

Platform Overview

Updated this week

Donor Dashboard Overview

The new Donor Dashboard is your personalized hub for managing your charitable giving. When you log in, you’ll land on this refreshed, intuitive homepage where you can see:
​

  • Family Fund Info: See your fund name and status, with prompts to complete setup if needed.

  • Giving Goal: Set your annual giving goal to track progress.

  • Favorite Charities: Save and quickly access the organizations you care about most.

  • Suggested Causes: Discover new causes based on your interests and platform trends.

  • Trending (Last 30 Days): See the top causes and charities receiving support across the platform.

  • Your Campaigns: Launch a giving campaign to focus your impact or engage others.

  • Your Advisor: Contact your advisor directly from the dashboard.

  • Left Sidebar: Easily start a grant, add funds, manage your family, or view recent activity.
    ​


​

Fund Balance & Navigation (Left Sidebar)

Check your current fund balance and see your most recent transactions at a glance.

Use the quick links to:
​

  • Give – Start a new grant

  • Add Funds – Contribute to your DAF

  • My Family – Manage your family profiles and access settings
    ​


​


Explore the Giving Page


​Give – Explore charities, Make a new grant, Start a Giving Campaign
​
This page provides a robust user experience for searching, favoriting, and discovering new charities, making it easier for donors to manage and maximize their giving.
​


Use the search bar and icons to filter charity results:

  • Search over 1.5 million charities by name, EIN, location, or cause area

  • Bookmark or "favorite" preferred nonprofits, creating a personalized list for quick access when making future grants.

  • Use the Discover tab to find charities recently viewed by you or your family or the Explore tab to find new charities to support by their cause and purpose

  • Start a family campaign to drive towards a giving goal

  • Explore different causes to support
    ​


Contributions to Fund your DAF

  • Add Funds – Contribute to your DAF.
    ​
    The site allows clients to fund their DAF through a number of contribution types including cash, stocks, mutual funds, ETFs, or transfer external DAFs to a giving account. Additional options are available for high net worth clients to contribute complex gifts such as real estate, crypto currency, art, and much more.


​


Including Family Members

  • My Family – Manage family profiles and member access.
    ​
    We encourage family giving through the invitation of Gen2 and Gen 3 family members into the giving experience. Families use the site to collaborate across multiple generations to support the social causes they care about the most.

    Building a legacy empowers the entire family to be involved and instills a sense of philanthropic responsibility for the next generation. The Head of Household can assign giving goals to keep everyone engaged in the family’s charitable goals.


​
​

Need Help? Contact Your Advisor

You can reach out to your assigned advisor anytime by:

  • Scrolling to the bottom of your Dashboard

  • Clicking Contact Advisor from the quick links in the sidebar

Your advisor is here to support your giving journey.
​

Grow Your DAF Assets Through Investing

Investing DAF assets allows clients to maximize their charitable impact by growing their contributions tax-free before granting. Key benefits include:

  • Increased Giving Potential – Investments can appreciate over time, increasing the funds available for future grants.

  • Tax-Free Growth – Earnings on invested assets are not subject to capital gains or income taxes, preserving more for charity.

  • Strategic Philanthropy – Allows donors to time their grants for greater impact while maintaining long-term giving goals.

  • Legacy Planning – A well-invested DAF can sustain multi-generational philanthropy by ensuring funds grow for future giving.

Did this answer your question?