THE PLATFORM TO GROW AUM
Expand DAF offering to clients at scale
The Amicus platform does more than just give your private clients a more modern, digital experience. Automated operations drive lower contribution minimums and admin fees, so that you can make DAF’s accessible to your broader client base.
Strengthen and protect client relationships
Don’t force your clients to go elsewhere for their giving needs. Amicus strengthens client connections by bringing the deeply personal area of giving into the banking relationship. Amicus enables your advisors to guide client’s philanthropic journey and prepares them for the generational wealth transfer.
Keep contributions in your ecosystem
Uniquely, DAF assets managed in the Amicus platform remain within your bank ecosystem until they are granted to the recipient charity. Our sponsor partner GiveClear keeps accounts with each bank that uses the Amicus platform and appoints the bank as investment manager for assets contributed by bank customers.
Scaleable, elastic architecture
Our high-volume DAF platform is engineered to support exponential growth in your DAF business with hundreds of millions of accounts, hundreds of thousands of charities and billions of transactions.
Compliant, SOC II Certified
Amicus has successfully completed the AICPA Service Organization Control 2 (SOC 2) Type 2 audit and is compliant at the highest level.
100% digital for clients and advisors
The Amicus digital experience extends to advisors as well as clients. Fully enable your team with the digital workspace to guide every client’s giving journey. Your staff can manage grants, projects and investments, and documents; using customized workflows in a platform engineered for high donor volume.
White-labeled to fully support your brand
The Amicus DAF platform integrates fully into your existing digital portal. Specifically designed for white-label deployment, Amicus’ adds bank-provided branding, colors and graphics to become a beautiful extension of your digital portal.
API-enabled to integrate with your existing systems
Banks that prefer to provide their own interface can use the Amicus API to integrate DAF capabilities directly into their existing systems and UX/UI. This “headless” capability makes the Amicus back end a powerful addition to the systems you already own.
END TO END
Supports extensive set of contribution sources, including:
SAM security contributions
Liquidation security contributions
Other DAF sponsors
Easy allocation to bank-supplied investment options.
Tailored set of bank-supplied investment pools
Simple investment interface for end clients
Guided self-service investment allocations based on client risk tolerance and giving horizon
Clients support favorite causes and find new ones with a few clicks.
Simple giving interface makes granting as easy as online bill payment
Dashboard with total grants, grants this year, pending grants, available balance
Integrated database of thousands of charities in configurable categories