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DonorFirst™ for Financial Institutions
A Private Labeled Charitable Platform for High-Net-Worth and Ultra-High-Net-Worth Clients.
Capitalize on the rapid growth among these unique financial instruments.
DonorFirst provides you with the highest-level donor advised fund (DAF) capabilities in the market, and its unique online environment can also support your clients' private foundation and charitable trust accounts.
Deliver an enhanced online environment to service and support your high-net-worth and ultra-high-net-worth clients who are involved in philanthropy while providing valuable differentation for your firm. Retain philanthropic accounts and assets in-house and under management rather than outsourcing to external mutual fund or custodial vendors.
DonorFirst enables financial institutions to provide their clients with access to a state-of-the-art, fully branded charitable platform to manage their family's philanthropic discussions and activities, including a full turnkey DAF capability. Advisors are able to offer their clients all the online charitable management features provided by major commercial DAF programs, coupled with unique features that allow their clients to engage more closely with the causes they support.
A better philanthropic platform for your firm.
Operational Efficiency – DonorFirst's client self-service capabilities and streamlined workflow processes enhance back-office efficiencies and reduce overhead.
Brand Customization –Every DonorFirst deployment is configured to match your organization’s look and feel, and can be sub-branded for major clients, family offices, or regional and branch offices as well.
Audit and Regulatory Support – DonorFirst automatically generates reports and puts full audit trail and account documentation at your fingertips.
A better experience for your clientele.
Self-Management Tools for Clients – Clients can change passwords, initiate contributions, enter grant requests, view account history, and communicate with family and advisors.
User Dashboard – The dashboard gives clients and advisors a high-level overview of key account information while connecting them to the causes they support and providing one location to deliver both philanthropic and marketing-related content.
Enhanced Communication – DonorFirst provides enhanced support for communication between clients, family members, advisors and philanthropic institutions in a leading-edge online environment.
