Faith based foundations, Jewish Federations and Ministry clients are all challenged to provide ongoing funds and funding for social services, education, humanitarian needs and cultural activities for their communities. The Planned Giving and Endowment departments also typically offer guidance and support for donors and families as they develop their personal legacy, expand their knowledge of their faith based philanthropic mission, and the personal service to address their unique situations.

Today, virtually all these organizations are facing the same challenges:
(1) they are experiencing fierce competition from the local community foundations and commercial Donor Advised Fund programs,
(2) today’s donors across all generations are more sophisticated and requiring their online charitable technology and services to be in parity with traditional banking services,
(3) our faith based clients are searching for an efficient, scalable solution to support increased efficiencies for their staff as well as improved online engagement experience for their donors, and
(4) affinity based charities are searching for ways to leverage the social web to create and enhance relationship with their donors and their kids, the next generation of donors and supporters.

The DonorFirst™ platform is an online web application providing donors and staff with access and administration to multiple philanthropic instruments, such as donor advised fund (DAF), endowment, supporting organizations and field of interest type programs. Simultaneously it provides a rich communication environment supporting the engagement and collaboration between donors, families, staff, and the programs they care about. Highly scalable, DonorFirst can be used to support one family or thousands, and can contain specialized program-related content and discussion communities surrounding hundreds of local or global funding opportunities.