Hello DAFinitive® Community!
Our partnership with Kaleidoscope is helping us fast-track new features and platform improvements! We are excited to announce the season’s updates within the DAFinitive® platform:
Enhancements to Source Links Table
A cleaner, easier-to-use source list is now available fund profiles. The additional resources shown at the bottom of a Notes section identify the sources our team used to compile the profile’s data. We’ve redesigned this list to make longer source collections more streamlined, easier to review, and simpler to navigate.
New Feature: Shareable Links for Every Fund Profile
Sharing and revisiting fund profiles is now easier. Every donor advised fund profile in DAFinitive® now has a unique URL that you can send to colleagues or save for quick access later. Simply open a fund record and select “Copy link” to copy its direct URL. Prefer a downloadable version? You can still print any profile to PDF.
New Home for Sponsor Minimums
Our popular DAF sponsor minimums resource has a new home. Use our updated and fully searchable list to explore sponsoring organizations and, when published, the minimum contribution required to open a donor advised fund: https://www.dafinitive.com/donor-advised-fund-sponsors/.
If you bookmarked the previous URL, please update your bookmark to the new location so you can continue accessing the latest information.
Haven’t used the resource yet? Visit the today to start exploring DAF sponsors and their stated minimums.
Reminder: New Batch Screening Functionality
Launched in August, Batch Screening is a new add-on to the base DAFinitive® subscription that will allow for batch screening functionality. This feature allows subscribers to upload constituent lists for quick, efficient screening across larger data files.
Whether you are prioritizing a portfolio, reviewing a campaign list, or looking for DAF related signals across a broader group of constituents, batch screening is designed to help you move from individual lookups to scalable discovery.
Interested in adding Batch Screening to your existing subscription? Please reach out to your account representative or email us hello@dafintive.com.
We’d Love to Hear From You!
We have an exciting roadmap ahead and many of our new features come directly from requests from our users.
Do you have a product feature suggestion? An idea for a blog post? A question about a DAF featured in DAFinitive®? A lead to additional DAFs we could include in the database? Or anything else related to donor advised funds that you’d like to chat with us about? Please reach out at any time: hello@dafinitive.com. We would love to hear from you!
That’s all we have to share for today! Thank you for being part of the DAFinitive® Community! We’ll be back next month with more DAF content.
