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A new revenue line that deepens client relationships, embedded in the products they already use.
Recurring fee share on every gift. No program to build or run.
Clients who give through you stay with you.
Auditable client philanthropy, ready for impact and ESG reporting.
Funds never leave your control. We hold instructions, never money.
Giving lives inside your platform, under your brand.
Cash, brokerage or other eligible accounts, as configured by your institution.
Every gift and its status, backed by the ledger.
The same designation flow, available in advisor-facing tools.
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
Inside your app, in your brand, your client chooses a charity, an amount, and a source account. GivEZ powers the flow behind the scenes.
Allocation, policy checks, charity verification, and a tamper-evident audit trail - all recorded on a ledger your compliance team can export.
Your institution moves the money on your own rails, under your existing controls. GivEZ never touches funds.
Architecture protected by filed patent covering the designation, allocation and disbursement model.
Every transfer is initiated by your institution, on your rails, under your existing controls.
Append-only, hash-chained records. Auditors verify the whole history, not a sample.
GivEZ never holds, pools or routes client money. There is nothing to sweep and nothing to safeguard on our side.
A 30-minute session covering revenue, integration, compliance, and a live demo.