As today’s affluent clients undertake the management of their families philanthropy and evaluate the allocation of their social capital among various instruments, having a leading-edge donor advised fund (DAF) solution enables your institution and your advisors to remain engaged and extend client relationships in significant new directions.

The DonorFirst™ platform is a full turn-key solution, delivered as Software as a Service (SaaS) of technology and bundled accounting services. The platform is both a state-of-the-art DAF solution and comprehensive charitable accounts dashboard supporting the display of multi-accounts per donor/family of variety of philanthropic instruments (endowments, supporting org, planned giving information). The DonorFirst platform promotes the organization brand and ensures clients remain as satisfied and engaged with your philanthropic services as they are with other dimensions of your relationship.

Whether you have an existing DAF program, want to support your clients or advisors efforts within the foundation and endowment market, or are launching a new charitable initiative, DonorFirst will ensure that your firm’s offering in this rapidly growing domain is leading edge and sets the standard for features and functionality.