- Organisation
- Charitable foundation (small non-profit)
- Industry
- Non-profit & philanthropy
- Region
- USA
- Service area
- Web Portals & Apps
- Problem type
- Fragmented multi-role workflow
- Used by
- Administrators, charity directors and donors
The challenge
Admins, charity directors and donors managed donor-advised fund accounts and grant decisions across separate tools, with no shared place to discuss, vote and decide.
What we built
A role-based portal with dedicated Admin, Charity Director and Donor views, built-in chat, an insights view, a voting workflow for funding decisions and AI-assisted lookups — integrated with the custodial platform that holds the fund accounts.
The outcome
Live and running in production for all three user roles.
AI approach
Role-based accessVoting workflowLLM chat & AI lookupsCustodian platform integration
Tech stack
Web portalLLM chatThird-party API integration
Have a similar problem?
Book a free 30-minute AI review — we’ll tell you honestly what would work.