Giving Place provides full visibility of charitable activity, history, and commitments across clients in a single, consolidated view. Leverage past activity to inspire new strategies, plus cross-client insights to make each even more impactful.
Giving Place makes it so one click generates donation lists with full documentation. One click tracks grant status and acknowledgment letters. One click gets you full visibility into the flow of charitable funds. Do more faster and barely lift a finger.
Giving Place cross-client visibility and custom reports enable you to spot the charities and cause-areas that clients have in common. And then leverage that to plan your own clients’ next big opportunities.
Giving Place gives you advanced view of upcoming donations plus templates for auto-generating grantmaking documents. Now you can know sooner about major commitments and spend hours less time on searching and analyzing, avoiding any scrambling or errors.
A family was looking to hire an Executive Director to mature their giving program, but they had a few big challenges to solve before they could do it.
First, there were substantial administrative headaches. The family office was supporting large multi-generational and multi-household giving allocations that required significant collaboration — all with a process based in shared folders and spreadsheets.
Also, it was taking too long for the family to get answers they needed to make decisions. They wanted it to be faster and easier for them to collaborate during their extensive discovery and due diligence processes.
With these specific challenges in mind, the family conducted a formal search of various enterprise grants management platforms as well as evaluated paying for custom consulting from their DAF provider. That’s when they discovered Giving Place.
Consolidated view of family’s total giving activity. Giving Place onboarded 4 families’ giving history, with over 20 years of history across dozens of accounts creating a complete picture of all activity for the first time.
Integrated with DAF processes. Giving Place integrated with the family’s DAF provider to enable a more streamlined search and grant execution front-end without requiring them to change providers.
Integrated due diligence resources. Giving Place provided integrated access to GuideStar Pro reports and data to support the maturing due diligence processes.
Simple, right-sized solution. Giving Place’s “right-sized” feature set with its free, streamlined implementation process was a contrast to the expensive and complex licensing and configuration provided by “enterprise grants managements” software.
Instant access to all information. The new Executive Director, the family board, and due diligence committees were able to quickly find and share key information about their giving program.
Supported both family and individual charitable activity. Giving Place’s flexible architecture —which anticipates the complexity of multi-household, multi-generation, multi-vehicle giving programs — incorporated the family’s collaborative giving and can easily be extended to accommodate individual family programs while enabling the Executive Director to view and support charitable activities across all.
Easy and cost-effective implementation. The streamlined onboarding and configuration processes require no expensive or time-consuming customizations to implement the platform.
Reduced learning curve and manual effort. Integration with the family’s DAF provider meant there was only the Giving Place system to learn and no double entry or double work to execute the grants that were planned on the platform.
