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FAQs for Philanthropic Advisors
Common questions about using Daffodil Discovery to manage clients and nonprofit research
Getting started
What does Daffodil Discovery offer for philanthropic advisors?
How do I create an account?
What types of advisor organizations can use Daffodil Discovery?
Is there a cost to use the advisor tools?
Client engagements
What is an engagement?
How do I create a client discovery survey?
Managing clients
How do I add clients?
How can I invite clients to use Daffodil Discovery Network?
Can I see my clients' giving activity?
How do I revoke access to a client's information?
Is there a limit on the number of clients I can manage?
Nonprofit research & due diligence
How do I research a nonprofit?
What's the difference between a static list and a smart list?
What is benchmarking?
How do I survey the nonprofits on a list?
Can I search for nonprofits by cause area or location?
What nonprofit data is available?
Documents
What are Documents in Daffodil Discovery?
What can I do with a Document?
How do I share a Document with a client?
Can I duplicate a Document as a starting point?
Impact tracking
How often are nonprofit impact updates available?
Research with Daphne
How do I run deep nonprofit or grantmaker research?
What data does Daphne use for research?
Can I scope research to a specific Nonprofit List?
How do I specify what kind of research I need?
How many organizations can Daphne research at once?
How and when do I receive research results?
Platform features
How do I use Daphne?
Can I connect client DAFs to my advisor account?
How does billing work?
Can multiple team members access our account?