Modernizing Philanthropy for Financial Institutions
Launch, scale, or transform your product offerings with an enterprise-grade platform built for precision, performance, and trust.
Deliver Philanthropy as a Core Financial Offering
Charitable products & services have evolved into essential tools for wealth management and client engagement. Give Interactive empowers banks, trust companies, and asset managers to deliver modern philanthropic programs that complement their financial services infrastructure — without the friction, compliance risk, or tech debt of legacy systems.
Scale: Scale your DAF & Private Foundation program with the level of excellence your clients demand.
Greater Oversight: Maintain transparency across every portfolio and entity.
Enhanced Loyalty: Deepen relationships through branded, high-touch donor experiences.
Custom Portals That Reflect Your Brand
Your clients trust your name — your philanthropic experience should reflect it. Give Interactive enables sub-branded portals for partner firms, RIAs, and family offices, maintaining full design and data autonomy under your institutional identity.
Each portal includes role-based access, advisor-level insights, and configurable dashboards that foster deeper engagement and transparency between donors, advisors, and administrators.
Investment Oversight for Complex Financial Structures
Manage multi-custodian portfolios, pooled investments, and custom allocations with precision. Give Interactive’s fund accounting module supports NAV tracking, fund unitization, and earnings allocation across thousands of accounts — providing CFOs and finance teams with real-time, auditable insight into every transaction.
Seamless Integration With Your Core Systems
Our API-driven architecture connects directly to your existing ERP, CRM, and client portal ecosystem — from Salesforce and Sage Intacct to Plaid, Morningstar, and PowerBI. Data flows securely and automatically, reducing manual entry, improving accuracy, and enabling unified cross-platform reporting.
Expert Support From Day One
Our partnership doesn’t end at implementation. Give Interactive’s client services team provides white-glove onboarding, custom training, and long-term strategy support to ensure your DAF program continues to evolve with your institution’s goals.
Onboarding support
Smooth, transparent transitions from legacy systems with zero downtime.
Training programs
Tailored education for administrators, advisors, and finance teams.
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Strategic consulting
Expert guidance on fund operations, donor experience, and compliance optimization.
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"Our work with Give Interactive strengthens that legacy and enables us to continue bringing best-in-class technology and scalable infrastructure to our donors and grantee organizations."
Ready to Transform Your DAF Program?
Let us show you how Give Interactive can elevate your philanthropic offerings and deliver exceptional value to your clients and stakeholders.