Phil Information

Our platform automates the financial lifecycle of a DAF program: ACH grant processing, pre-built impact reports for advisors, digital stock contribution workflows, automated rebalancing, automated divestment for grant liquidity and investment post-contribution, real-time fund balances, automated fee calculation and money movements, charity verification, fund statement generation, and a public API for integration. Every account is structured as a separately managed account (SMA), giving donors and advisors flexible investment options beyond standard model portfolios, including impact and values-aligned strategies. We integrate with your existing back-office systems to reduce friction. Our white-label portals for donors, financial advisors, administrators, and board members are designed to match the best consumer fintech experiences in the world. DAFs are the fastest-growing giving vehicle, with over $326 billion in assets and a ~18% CAGR. The organizations that win the next decade will be the ones that offer their donors and advisors a seamless experience.