DAF-Tech

The management layer for donor-advised funds. AUA that grows, dormant accounts reactivated, disbursement at the speed of intent.

Unit of value

Assets under advisement

Friction removed

Payout velocity

Capital activated

Dormant balances

Buyer

Sponsors & foundations

Product definition

The institutional giving product.

Capabilities

AUA tracking: A live view of assets under advisement — sponsor, fund, advisor, vintage.
Disbursement rails: Payout automation built for regulated disbursement. Intent to settlement, measured in hours rather than cycles.
Marketplace exposure: Vetted recipient surfacing inside the operator console — donors see where capital can move, and how fast.
Reactivation: Zombie-account reactivation. Dormant capital mobilized through structured donor-directed prompts.
Surface: Operator console (Sonar-family dashboards) · sponsor-facing statements · advisor-facing disbursement tooling.

Audience · buyer

Primary buyer: DAF sponsors. Community foundations. The operator accountable for AUA and payout performance.
Advisor surface: Advisors to high-net-worth donors — the people structuring intent into instrument.
End audience: Donors directing capital through a DAF — reached through their sponsor or advisor, not acquired directly.
Not for: Donor acquisition. Subscription giving. Anything whose unit of value is the first gift rather than the cumulative balance.
Reads as: Provarium-built — the sponsor statement, the advisor tool, the operator console all share the same system.

Lexicon · keep

"AUA. Disbursement rails. Payout velocity. Donor-directed deployment. Operator console. Vetted recipient."

The vocabulary sponsors and advisors already use. DAF-Tech meets them in their language.

Lexicon · drop

"Charitable platform. Donation flow. Fundraising. Campaign. Subscriber. Member."

Consumer-donor vocabulary in an institutional surface signals a misread of the buyer.