The Power of Personalization
The Turnkey DAF Program offers a way to create a fully branded giving fund – powered by Foundation Source's platform and sponsored by the public charity, Charityvest – that lives under your organization's name and identity. Donors experience a seamless, intuitive giving tool that looks and feels like it was built by you.
With a fully branded DAF, you give your most loyal donors a smarter, more flexible way to give, while deepening their connection to your mission.
The interface is intuitive and offers your donors:
- One-click account setup with zero paperwork
- Real-time views of their giving activity and fund balances
- Automated transactions and next-day electronic grant delivery
- Tax-free growth by investing DAF balances through Charityvest portfolios – with no account minimums
- Deepen Relationships with Your Best Donors:
A branded DAF isn't about mass appeal – it's about the donors who already believe in your mission most. This is a cost-effective, high-impact tool to strengthen those relationships and keep your organization top of mind in their giving decisions.
- Zero Administrative Burden:
Everything is handled. Charityvest sponsors and manages all DAF administration, and the platform automates the rest. Most processes are completed same-day – no paperwork, no headaches, no extra work for your team.
- A Modern Giving Experience:
Your donors deserve a giving tool that's as intuitive and polished as the apps they use every day. Foundation Source's secure platform makes funding a DAF and issuing grants fast, simple, and satisfying for donors and staff alike.
- Accept More Types of Gifts:
Open the door to contributions your organization might not be able to accept directly. Cash, appreciated stock, crypto, real estate, collectibles, and other complex assets can all flow into a donor's DAF – regardless of your organization's own gift acceptance policy.
- Start Legacy Conversations Earlier:
A branded DAF creates a natural opening for planned giving discussions. Encourage donors to name your organization as a beneficiary, securing long-term commitments that extend your mission for generations.
- Unlock Deeper Donor Intelligence:
Gain visibility into giving patterns, fund balances, and how your donors support other organizations. This fundraising intelligence helps you steward relationships more strategically and engage donors with the right message at the right time.
BatchCalcs Features
- BatchCalc's shows donors' personalized information.
- Each letter shows target gift amounts.
- Ideal for gift annuity mailings (print or electronic).
- Send an Excel file of birth dates and we can add your choice of values.
- Values include deduction, annuity amount, and tax-free portion.
- We display annual payment or rate.
- Each letter shows amount and duration of tax-free portion of payments.
- Results can be based on individualized gift amounts or a single gift amount.
- We can provide print-ready letters with BatchCalcs values merged in.
- We can provide print-ready Summary of Benefits charts.
Don't Take Our Word For It
Here's What Our Clients Have to Say about BatchCalcs
“For 15 years BatchCalcs has been a foundational part of our CGA promotional strategy. The gift opportunity really jumps out to prospective donors when the illustration is personalized, and, as a result, we’ve had an average of $180,000 in CGA gifts after each mailing.”
Adam Goede
Supervisor, Ministry of Christian Giving
WELS Foundation
“At Salesian Missions, we have been using the BatchCalcs service for the past 18 years. Normally, we do three BatchCalcs mailing appeals during the year: spring, summer, and during the holidays and, if there are changes in the payout rates set by the ACGA, we include an extra one. During those 18 years, every single one of the mailings has resulted in a positive rate of return, enhancing our annuity pool portfolio from our existing annuitants. Your current annuitants are the best audience to stay in touch with and remind them of the benefits of establishing another Charitable Gift Annuity to support the mission work. There is no better way to do this but with the BatchCalcs service provided by PG Calc.”
Ana Maria Lang
Planned Giving Specialist
Salesian Missions
What BatchCalcs Deliverables Look Like
In this example, the variable gift illustration elements are shown in red to demonstrate which elements can be customized within each donor message.
Receiving the benefits of BatchCalcs is easy. Just fill out and send us the data input form below. Click the images below to see samples of BatchCalcs deliverables, and to download the data input form.
Sample Letters
| Summary of Benefits
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Client Data Form
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What It's Like to Work With Us
We collaborate with you and your team to create personalized messages for your prospective donors. To get started, we discuss the goals and objectives of the mailing. We will create the copy and design and every piece is customized with your brand and mission.
We will need you to provide a spreadsheet of prospects with basic information such as name and birthdate. We will do all of the calculations for each prospect and generate the personalized files for you.
