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Crown Philanthropic Solutions, LLC was established for the primary purpose of creating a network of technology-based services as a bridge between philanthropies, financial organizations and donors. The DonorFirstTM platform, Crown Philanthropics’ new web-based offering, empowers both the nonprofit and financial services communities with the ability to provide a complete private-labeled Donor Advised Fund (DAF) program to their audience, including a personal web-based charitable dashboard for each donor. For the first time ever, Crown technology facilitates direct online communication between donors and their charities; advisors and their donor-clients, and a unique collaborative environment for client families. In addition, Crown’s new OpenArchitectureTM investment capabilities enable financial advisors to continue managing clients’ charitable assets through a wide variety of clearing platforms, helping them to retain rather than lose client assets and relationships. Crown recognized the pressure on both these groups to respond to demands for increased transparency, functionality, and informational flow in their charitable gifting tools and by leveraging advancements in Web technology Crown has created a bridge between the nonprofit and foundation community, financial organizations and donors. The DonorFirstTM platform supports both a pooled or mutual fund style investment chassis as well as individually managed accounts, and introduces levels of communication and collaboration within each donor’s account dashboard that have been unavailable in any existing DAF program. Call us today at 1-800-293-4061 ext. 345 to discuss how we can support your organization, and to schedule a live demonstration of DonorFirstTM |
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