New multi-layer NAV and alternative asset features - created with top industry partners - represent the biggest growth yet in Give Interactive's investment tools

, /PRNewswire/ -- The donor-advised fund was frequently described as a charitable checking account. That label fit appropriately back then. DAFs functioned as basic tools with limited choices and grants issued on demand. Those days are now fading.

DAFs represent the quickest-expanding area of U.S. philanthropy, and the change happening is deep. Donors, advisors, and groups no longer see the DAF merely as a giving tool; they view it as a charitable asset category. These funds deserve the same level of investment skill, structural detail, and planning as any other part of today's wealth management setup.

Give Interactive reveals the rollout of its Advanced Investment Management system, providing some of the fullest investment handling features in the field. The core of this update is Give Interactive's fund of funds setup: a multi-layer net asset value (NAV) structure that lets sponsors build advanced, multi-manager investment plans directly inside the platform.

Give Interactive's users include some of the country's biggest and most intricate charitable groups. The firm's institutional ties show real commitment to the operational strength and compliance systems needed to support philanthropic entities at the top level. These connections have helped Give Interactive keep improving its platform past what most of the market has delivered before.

Solving the Product Offering Gap

Until recently, DAF sponsors and Foundations wanting to provide advanced investment choices dealt with a tough choice.

To reach more complex strategies or tailored portfolios, sponsors usually had to leave their main DAF platform and work with outside investment managers.

The outcome: sponsors took on the expense and operational challenges of creating multi-manager programs. Added fee setups, reduced visibility, and the hassle of handling external vehicles increased costs. Those costs made the sponsors less competitive on pricing and less distinct in their offerings.

Sponsors using the Give Interactive platform can now run their own multi-layer investment products and serve as their own investment manager for them. This covers fund of funds setups with separate sub-pool NAV calculation, unitized accounting at every level, and complete look-through asset oversight.

A Multi-Year Investment in Institutional-Grade Infrastructure

The Advanced Investment Management Platform is not a one-time release. It stems from ongoing, focused platform development aimed at removing the operational hurdles that charitable groups have long encountered.

"Over the next decade, we expect investment flexibility to become a key competitive edge for DAF and Foundation administrators. The groups that can deliver advanced investment choices while keeping strong operations will be best placed to draw donors, advisors, and institutional ties. We have dedicated years to creating the systems that enable this - and the fund of funds launch is our latest and most advanced show of that dedication."

- Lucas Cherry, CEO, Give Interactive

Full-Spectrum Investment Architecture

Built with some of the nation's top charitable groups, the platform lets institutions handle nearly every major investment approach used in modern philanthropy:

Separately Managed Accounts (SMAs) - across any custodian platform, keeping current institutional ties intact
Single-Layer Unitized Investment Pools - scalable pooled vehicles with daily NAV calculation and clear unitized accounting
Multi-Layer Unitized Investment Pools (Fund of Funds) - the platform's newest and most advanced feature, allowing top-level funds to allocate across underlying unitized pools with independent NAV at each layer, supporting multi-manager strategies, sub-advisor spread, and layered impact programs
Direct-Held Investment Portfolios - for donors keeping securities or assets directly, with full transfer, valuation, and reporting help
Cash Management Strategies - for liquidity-focused or transitional investment choices
Private Equity and Alternative Investment Structures - for illiquid and alternative assets needing capital call setups, percentage-based valuation, and non-unitized accounting

These features handle both publicly traded and privately held assets, letting groups manage more complex portfolios.

Powering the Industry's Move Toward Impact

The launch also readies Give Interactive's clients to lead one of philanthropy's quickest-rising trends. DAFs have proven to be among the strongest and most adaptable tools in American philanthropy. Impact investing, ESG requirements, and mission-aligned plans are turning into key expectations for groups aiming to attract and keep the next wave of high-value donors.

Give Interactive's multi-layer NAV structure allows sponsors to build and run advanced impact programs at scale. This now covers tiered impact fund setups, blended finance vehicles, and multi-manager ESG programs.

"Our aim is to clear the operational hurdles that have long restricted new ideas. When technology supports advanced investment strategies at scale, charitable groups can focus on better results for donors and greater impact for the causes they support."

- Lucas Cherry, CEO, Give Interactive

Built for the Industry's Most Ambitious Institutions

Give Interactive works with major institutional clients at large scale. The platform fits enterprise-level groups yet stays adaptable for the fastest-growing new sponsors. These institutions of every size now access investment tools once limited to the biggest financial firms.

By bringing multi-layer NAV administration inside, Give Interactive clients gain an edge with fewer fee layers, lower operational load, and a better total cost of ownership.

As the charitable sector keeps changing, Give Interactive sees investment innovation as a key differentiator. This new step helps groups draw fresh donor ties, boost advisor involvement, and speed the ongoing rise of philanthropic giving.

About Give Interactive

Give Interactive is a modern technology platform built specifically for donor-advised fund and charitable asset administration, fund accounting, and charitable operations. Made to support foundations, financial institutions, and DAF sponsors, the Give platform offers a cloud-native, API-first design that swaps out old systems for scalable, secure, and highly adaptable infrastructure.

Give Interactive has grown into one of the top platforms for large and complex foundations, trusted by some of the most advanced philanthropic institutions nationwide. The platform handles billions of dollars in charitable transactions each year and is built to manage advanced needs around donor portals, investment management, multi-entity setups, automated grant compliance, and audit-ready reporting. The company assists clients seeking a full end-to-end platform as well as those needing strong, modular tools that work smoothly with other top tools. More details are at giveinteractive.com.

For media inquiries or interview requests, please contact:
Jasmine Southerland
Give Interactive
[email protected]

SOURCE Give Interactive