Philanthropy
Govern and manage global philanthropic and charitable contributions through foundations, endowments, donor-advised funds (DAF), charitable trusts, and private donations to registered organizations.
Leverage AI to monitor contributions, contribution investments, and distributions to charitable organizations.
GOVERNANCE
Audit and govern endowments, donor-advised funds (DAF), and charitable trust contributions to registered philanthropic organizations and individuals.
COLLABORATION
Collaborate with the foundation board, trust trustees, endowment business officers, gift fund managers, and advisors to plan global charitable givings.
CONTROLS
Plan and manage global charitable contributions and tax receipts.
Fund allocation and transfer to Donor-Advised Funds (DAF).
Contributions
Donors can plan for philanthropic and charitable contributions based on the family’s goals, objectives, cause, and preferences.
Through foundations, corporations, trusts, or individually, Grantors have the ability to designate and fund multiple endowments, DAF, and registered charitable organizations, commit and allocate fund contributions, payment frequency, and DAF type.
The platform is capable of notifying donors of committed contributions, tax receipts, and track fund transactions within ledgers. The ledger maintains transactional information about asset contributions, scheduled drawdowns, fund distributions.
Donor-Advised Funds
For fund managers, the task of managing multiple donor contributions within endowments, DAFs, and trusts is complex, especially when these are spread across various jurisdictions. It requires a keen understanding of different regulatory environments and a strategic approach to allocation and distribution.
Based on the DAF type, track and manage donor asset contributions, investment returns, fund distributions to selected charitable organizations, and manage administrive fees in a DAF ledger.
Each DAF has an independent data room secured and accessible by authorized participants to collaborate and to manage tax receipts.