Struggling To Get In Front of Donor-Advised Fund (DAF) Donors?

You absolutely can—but most nonprofits don’t. Not because they don’t want to, but because they don’t have time, the process feels overwhelming, or they’re unsure what funders are actually looking for. We bring structure, consistency, and funder-focused expertise to make sure your profile works for you.

No problem at all. We’ll build it from scratch for you. The service includes a full audit and setup, so even if you’re starting with nothing, we’ll create a professional, funder-ready profile that showcases your nonprofit’s mission, programs, and impact—aligned with what donors want to see. You don’t need to figure it out alone—we’ve got you.

However, If you haven't already claimed your profile, I won't be able to claim it for you. You'll first need to claim your profile yourself and provide me with the login information before we can begin working on your updates.

This service will work best if you have the requested information. However, we will work with whatever you have for each relevant quarter and guide you on what’s needed. The goal is progress, not perfection. Your profile will grow stronger with each quarterly update.

If even one donor finds your profile and reaches out, the service pays for itself. But more than that—it saves you hours of admin work and gives you a powerful tool to attract support year-round. This is about consistent visibility, trust, and readiness.

Yes. Once you provide all the needed information to meet the requirements for the badges and seals, we will update and optimize your profiles on Candid,  Charity Navigator etc. to get them. If the information you provide does not meet the requirements to qualify for the badges, we will inform you and guide you on next steps.

To keep things streamlined, each quarterly update has a 14-day window to provide the relevant information. If the required information isn’t submitted within that timeframe, no worries—we’ll simply roll it into the next quarter’s update.

Once you sign up, you’ll receive a list of required information. After you submit the requested information, we will complete your initial profile audit and update within 28 days. You’ll also get a confirmation when the updates are live—no chasing, no guesswork. For the three subsequent quarters, updates will be completed within 21 days after we receive requested information.

Yes— one.

Once you sign up, we’ll schedule a kickoff call to review the service, answer any questions you have get to know your organization better. 

No problem. Regardless of your year-end, the quarterly update rhythm still works. Most 990s are filed in Q2, and updates like annual goals, impact, and program changes naturally fit within the quarterly cycle. Your profile will stay aligned with funder expectations all year long—without you needing to adjust your internal calendar.

Yes, we’ll need your usernames and passwords so we can update your profiles on your behalf. Ideally, we recommend using one user ID and password across all the platforms—it keeps things simple and easy to manage.

Your login details will be handled with the highest level of care and confidentiality—strictly used for profile updates and never shared or stored beyond what’s necessary.

For the initial review and audit, we’ll request information similar to what’s typically needed for grant readiness. This includes your mission, vision, goals, strategy, annual report, program descriptions, impact and achievements, marketing materials, demographics served, areas served, leadership and board bios, and your filed Form 990s.

For the quarterly updates, you’ll receive a brief survey to share any new developments or changes since the last review. You’ll only need to provide information relevant to that quarter’s focus—nothing more.

We design quarterly updates to keep your profile fresh without constant back-and-forth, but if something urgent or significant comes up, you can always reach out for a custom update at a small additional fee.

While we can’t guarantee donations—no one can—we can ensure your nonprofit is professionally represented and positioned to be discovered by DAF donors.

We make sure your profile reflects your impact, is aligned with what funders look for, and is kept up to date so you're never overlooked due to lack of transparency or missing or outdated information.

The fee is a one-time payment for 12 months (4 quarters) of service. It is not a subscription, so you won't be automatically charged again. After one year, the service will end unless you choose to renew it yourself.