DFX Platform​

DFX is a management platform designed for planned giving. It comes with features tailored to meet the needs of the sophisticated investment community – largely advisors and donors who work through their financial institutions. Our DFX product is dynamic, mobile-responsive, and cloud-based which provides users with a secure, configurable, and socially powerful interface. It also has the ability to integrate safely with other systems that help drive more philanthropic giving and charitable dollars.

Direct more funds to your charity

  • Manage all client charitable accounts in one place
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  • Handle account balance and investments holdings
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  • Ability to generate reporting to view client’s accounts
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  • View account information, grant, and contribution transactions and history
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  • Ability to pursue and research charities on behalf of clients
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  • Add new accounts, contributions, and grants on behalf of donors (Not all programs allow this)
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    • Impeccable platform support from Ren
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Features for Donors:

  • 24/7 online access to enter grants and contributions

  • Simple, intuitive design to encourage more giving

  • Updated account balance and investment holdings

  • View complete account information, grant, and contribution transactions and history

  • Ability to pursue and research charities

  • Ability to give to any qualifying non-profit

  • Industry-leading security measures in place to protect privacy, including SOC2 compliance

Features for Program Staff:

  • Manage donor-advised funds through one platform – with custom branding


  • Process transactions through configurable workflows


  • Create content while controlling the look and feel


  • Monthly product release to ensure your platform is always leading edge


  • Comprehensive and leading security


  • Reporting and analytics features around program success and operations


  • Ability to add more accounts, users, and levels of access as you grow


  • Impeccable platform support from Ren

Contact Us

Let’s start a charitable conversation today.