GivEZ - Charitable Giving Made Simple

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Charitable Giving, Built Into Your Platform

A new revenue line that deepens client relationships, embedded in the products they already use.

Your clients are already giving. It should happen on your platform.

New Revenue

Recurring fee share on every gift. No program to build or run.

Deeper Relationships

Clients who give through you stay with you.

ESG Positioning

Auditable client philanthropy, ready for impact and ESG reporting.

Zero Custody Risk

Funds never leave your control. We hold instructions, never money.

Your Clients See Your Brand. Not Ours.

Giving lives inside your platform, under your brand.

Give from accounts they already hold

Cash, brokerage or other eligible accounts, as configured by your institution.

A complete giving record

Every gift and its status, backed by the ledger.

Advisors in the loop

The same designation flow, available in advisor-facing tools.

Acme Bank
Accounts · Giving

Given this year

$12,400.00

Riverside Literacy Trust

Brokerage ••4821

$2,500.00

Settled

Harbor Medical

Checking ••0937

$5,000.00

Settled

Northfield Arts Council

Brokerage ••4821

$4,900.00

Settled

Three Steps. Your Rails. Our Ledger.

See the full integration →
01

Your client designates

Inside your app, in your brand, your client chooses a charity, an amount, and a source account. GivEZ powers the flow behind the scenes.

02

We handle the rest

Allocation, policy checks, charity verification, and a tamper-evident audit trail - all recorded on a ledger your compliance team can export.

03

You originate the transfer

Your institution moves the money on your own rails, under your existing controls. GivEZ never touches funds.

Patent-backed

Architecture protected by filed patent covering the designation, allocation and disbursement model.

Institution-originated

Every transfer is initiated by your institution, on your rails, under your existing controls.

Tamper-evident ledger

Append-only, hash-chained records. Auditors verify the whole history, not a sample.

No custody

GivEZ never holds, pools or routes client money. There is nothing to sweep and nothing to safeguard on our side.

Put giving where your clients already bank.

A 30-minute session covering revenue, integration, compliance, and a live demo.

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