Charitable giving tax benefits are poorly understood — donors miss $30B+ in deductions annually. Donor-advised fund platforms charge 0.6–1% of assets. Workplace giving is manual with spreadsheets and check donations. Receipt tracking for tax purposes is chaotic. SECURE Act changes complicate charitable planning.
All-in-one charitable giving platform with donor-advised fund management, automated receipt collection, real-time tax deduction tracking, workplace giving campaigns, and tax-optimized giving strategies — maximizing the impact of every dollar donated.
High-income individuals maximizing charitable tax deductions, companies implementing workplace giving programs, and family offices managing philanthropic portfolios
Tax law changes create new charitable giving strategies. DAF popularity exploded 300% in 5 years. Gen Z and millennials demand digital giving. Workplace giving programs are expanding. AI can optimize giving strategies for maximum tax benefit.
DAF fee: 0.25% of assets annually (vs 0.6–1% competitors). Platform: $9/mo (individual), $29/mo (premium + tax optimization), $99/mo (corporate + workplace giving). Annual: 20% discount.
Spreadsheets for receipts, miss deductions, reactive tax planning
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