Portal Updates
Version 2.6.0
March 20, 2025
Dashboard Refresh
We’re thrilled to unveil a modern look for our portal. Our new interface offers a clean, intuitive layout, while keeping all functionality the same.
As always, your feedback matters to us—let us know what you think!
Version 2.6.0
March 20, 2025
Ability to Add Additional Users During Account Creation
We have integrated our feature of allowing donors to add additional users into our onboarding flow. Now donors and additional users can be involved from the very first step of creating your DAF.
Version 2.5.0
Oct 8, 2024
White Labeled Portal Functionality
Our white labeled Donor-Advised Fund (DAF) portal allows RIAs to provide their clients with a fully branded, seamless experience. With the portal tailored to reflect the firm’s identity, clients can manage their charitable giving in a way that feels like an extension of the firm’s core services. - Apply for a White Labeled DAF Here
Version 2.5.0
Oct 8, 2024
Notification System
We now have a notification center directly in the UI Portal. Donors and advisors can now find important messages and updates all in one place. Message importance is color coded: blue for announcements, yellow for deadlines, and red for any urgent messages.
Version 2.5.0
Oct 8, 2024
Collaborative Custody Bitcoin DAFs
Thanks to our partnership with Unchained, donors can contribute bitcoin directly to their DAF, securely store it in a multisig vault, and, when ready, send bitcoin directly from the DAF to the non-profits of their choice—without needing to convert it to and from US dollars during the process. This is one of the first DAF offerings that enables contributions, custody, and giving all in bitcoin.
Version 2.5.0
Oct 8, 2024
Brokerage Paperwork on Portal
Firms and advisors can now visit the resources tab in the UI portal, select their custodian of choice, and get step by step instructions to open new accounts as well as download all the necessary documents.