Who We Are

We are a philanthropy services company partnering with wealth advisors and DAF providers to help their clients make informed, strategic, and impactful philanthropy decisions

Why Partner With Us

Our Value Proposition

Our value proposition for advisors is simple: We help you seamlessly integrate an effective philanthropy solution into your business, elevating your practice and delivering superior client service

Advisor Benefits

  • Differentiate Your Practice

    Integrate strategic philanthropy into comprehensive planning to enhance client service, addressing their desire to achieve both financial success and philanthropic impact

  • Boost Engagement & Retention of HNW Clients

    Weave philanthropic planning into client conversations, deepening client relationships and empowering clients to create change in the world

  • Strategically Address the Great Wealth Transfer

    Engage next-generation clients on their terms – focusing on impact and transparency – to build new relationships with this crucial demographic

  • Leverage Impact Reporting

    Track philanthropic outcomes with investment-grade discipline and link gifts directly to social impact

Our Solution

We Address Core Challenges Faced by Today's Donors:

  • Choice Overload

    Donors feel overwhelmed by too many giving options

  • Impact Ineffectiveness

    Donors fear giving to ineffective charities

  • Reporting Gap

    Donors desire improved performance reporting on their gifts

Our Competitive Advantage: Our Local Impact Network

We built a national network of on-the-ground community experts to provide firsthand insights on effective local solutions

Expert-vetted Giving Options

We combine our local experts’ deep knowledge with modern technology – measuring and verifying those insights against online databases and AI – to deliver a curated list of highly effective local nonprofits tailored to each donor's specific philanthropic goals

Manage Philanthropy Like an Investment Portfolio

We provide robust, data-driven performance reports on the outcomes of each donor’s gift, delivering the same structured, results-oriented approach used for managing investments

  • Our service is a critical tool for client retention, helping you deepen relationships with existing HNW clients while strategically addressing the upcoming Great Wealth Transfer

  • Our solution is built on the trusted, local insights of a national network of community experts, enhanced by the agility of modern technology

  • Our rigorous, data-driven framework tracks philanthropic outcomes with the same discipline used for investment performance

Our Story

Donorful helps unlock the billions of dollars in philanthropic giving that remains on the sidelines every year.

We achieve this by addressing the core challenges donors face:

  • Donors are overwhelmed by the number of giving choices available

  • Donors fear making a poor choice in choosing where to give

  • Donors lack clear performance reporting on their contributions, unlike their investments.

Our solution connects donors with our curated network of leading community experts.

We partner with wealth advisors and DAF providers to help their clients make smart philanthropy decisions and achieve their goals.

FAQ

  • Integrating our solution helps you differentiate your wealth management practice from competitors, boost engagement and retention of HNW clients, and effectively address the Great Wealth Transfer by engaging next-gen clients on their terms.

  • Donorful’s key differentiator is our exclusive access to proprietary, real-time information about effective community organizations through our Local Impact Network. Our Local Impact Network is comprised of community impact organizations who utilize their decades of experience and deep community relationships to connect donors with high-impact local programs and initiatives that align with donors’ philanthropy objectives.

  • We provide performance reports to manage philanthropy with investment-grade discipline. Our reports offer objective, evidence-based data on social outcomes, allowing you to discuss and analyze philanthropic giving with the same rigor as an investment portfolio.

  • Yes, our value proposition is designed for ease of use. We help you seamlessly integrate our services into your business, boosting your practice and delivering superior client service without disrupting your current operations.

  • No, we are not in competition with DAF providers; we are complementary partners. DAF providers manage the charitable assets, while our service provides the data, insights, and impact reports that help you and your clients decide where those DAF assets should go and what social impact they will achieve.

  • Our service is designed to support AUM growth and retention. By providing a holistic service that addresses philanthropic objectives, you deepen relationships and increase the likelihood of retaining and potentially acquiring more of a client's total investable wealth, including assets currently held elsewhere.

  • Yes, data security and client privacy are paramount. We adhere to industry best practices for data protection, ensuring all client information is secure and managed confidentially.

  • Donors give directly to the nonprofit. Our platform helps identify highly effective organizations and provides the data to make informed decisions, but the actual gift transaction is handled directly between the donor and the chosen charity.

Get started

Contact us to discover how Donorful can integrate seamlessly with your practice

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