Phil Information

Our platform automates the complete financial lifecycle of a DAF program: online stock contributions, ACH grant processing, automated rebalancing, automated divestment for grant liquidity, automated investment post-contribution, real-time fund balances, automated fee calculation and extraction, charity verification, fund statement generation, and more — all connected directly to our custodian via API. 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 compete with the best consumer fintech experiences in the world. We run on the same custodial infrastructure as Betterment, Wealthfront, and SoFi. 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. That's what we're built for.