Technology and Operations, Working Together
A donor-advised fund program cannot run on technology alone. DSI combines purpose-built digital capabilities with the administration, processes and operational expertise required to support the full lifecycle of a charitable giving program.
Program Design and Launch
Support for organizations establishing or expanding donor-advised fund programs.
- Program workflow design
- Operational setup
- Account and fund structures
- Implementation support
- White-label program configuration
Account and Fund Administration
Day-to-day administration that supports donors, advisors and program operators.
- Fund setup
- Account onboarding workflows
- Digital document collection
- Record maintenance
- Documentation management
- Operational review and approval processes
Donation Processing
Structured workflows for receiving and administering charitable contributions.
- Cash contributions
- Publicly traded securities
- Contribution tracking
- Receipting support
- Donation workflow management
- Asset tracking
Grant Administration
End-to-end operational support for charitable grant recommendations and distributions.
- Grant request management
- Grant review workflows
- Charity validation processes
- Grant fulfillment
- Scheduled granting
- Donor notifications
Reporting and Operational Controls
Reporting and administrative processes designed to support transparent and well-managed charitable giving programs.
- Fund reporting
- Donor reporting
- Operational reporting
- Documentation and recordkeeping
- Policy administration
- Operational controls
Technology and Integrations
Digital tools that support donors, advisors and administrators across the DAF lifecycle.
- Donor and advisor experiences
- Administrative workflows
- Workflow automation
- Secure information management
- Integration capabilities
- Continued platform and user experience development
See the platform behind the programs.
Request a walkthrough of DSI’s technology and services.
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