Solutions

DAF Infrastructure Built Around Your Organization

Every charitable giving program is different. DSI provides the infrastructure and operating support organizations need to launch new donor-advised fund offerings, strengthen existing programs or build specialized philanthropic platforms.

Financial Institutions

Integrate Charitable Giving Into Your Client Offering

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DSI helps financial institutions offer sophisticated charitable giving capabilities without building and operating donor-advised fund infrastructure from scratch.

Our technology and administration services can support branded and white-label programs, allowing institutions to maintain their client relationships while expanding the philanthropic solutions available to them.

Capabilities Include

  • White-label DAF programs
  • Fund and account administration
  • Donation processing
  • Grant administration
  • Digital donor and advisor workflows
  • Reporting and operational support
  • Technology platform access
Foundations and DAF Sponsors

Modernize and Scale Donor and Fund Administration

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As charitable giving programs grow, so does the complexity behind them. DSI helps foundations and DAF sponsors strengthen their operating infrastructure, improve administrative efficiency and create better experiences for donors.

Capabilities Include

  • Donor and fund administration
  • Grant workflows
  • Donation processing
  • Digital workflows
  • Reporting tools
  • Operational support
  • Technology platform access
Enterprise Philanthropy Programs

Build a Giving Program Around Your Vision

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Some philanthropic programs do not fit an off-the-shelf model. DSI works with organizations building specialized, customized or branded charitable giving programs.

We bring together technology, operational expertise and flexible program infrastructure to support new models of charitable giving.

Available Options

  • White-label branding
  • Customized donor experiences
  • Program-specific workflows
  • Integration capabilities
  • Dedicated service models
  • Specialized reporting

Not sure which model fits your program?

Talk to DSI about the infrastructure behind your charitable giving program.

Talk to Us