FAQs for Philanthropic Advisors
Common questions about using Mission Control to manage clients and nonprofit portfolios
Getting Started with Mission Control
Q: What is Mission Control?
A: Mission Control is a philanthropic CRM platform purpose-built for advisors. It helps you manage client engagements, conduct nonprofit due diligence, create nonprofit portfolios, and generate impact reports—all in one integrated platform.
Q: How do I create an account?
A: You can create a free Mission Control account at https://mission.mydaffodil.app. The setup takes just a few minutes and no credit card is required.
Q: What types of advisor organizations can use Mission Control?
A: Mission Control is designed for philanthropic advisors, wealth advisors with philanthropic practices, family offices, and private foundations. You can select your organization type during account setup.
Q: Is there a cost to use Mission Control?
A: Mission Control has a free tier that includes core features. For advanced features and higher usage limits, view our pricing page or contact support@getdaffodil.com for details about plans for larger advisor practices.
Managing Clients
Q: How do I add clients to Mission Control?
A: You can add clients from the Clients page. Click "Add Client" and enter their email address. You can optionally add additional details like name, phone, and employment information.
Q: How can I invite clients to use Daffodil Compass?
A: From the Clients page, select a client and click "Send Compass Invitation." This allows your client to create their own Daffodil Compass account for donor-advised fund management, with you maintaining visibility into their giving activity.
Q: Can I see my clients' giving activity?
A: Yes, when a client accepts your Compass invitation and connects their account, you can view their giving activity, grant history, and charitable portfolio. Clients can revoke this access at any time from their Compass settings.
Q: How do I revoke access to a client's information?
A: From the Clients page, select the client and choose "Revoke Access." This will remove your ability to view their giving activity while keeping the client record in your system.
Q: Is there a limit on the number of clients I can manage?
A: The free tier includes a limited number of client connections. For practices with more clients, contact support@getdaffodil.com to discuss a plan that fits your needs.
Nonprofit Portfolios
Q: What are nonprofit portfolios?
A: Nonprofit portfolios are curated collections of nonprofit organizations that you can create for yourself or your clients. They help you organize nonprofits by theme, client, or giving strategy, making it easy to track impact across multiple organizations.
Q: How do I create a nonprofit portfolio?
A: Go to the Manage Portfolios page and click "Create Portfolio." Add a name, description, and start adding nonprofits by searching our database of verified organizations.
Q: Can I share portfolios with clients?
A: Yes, from the portfolio details you can generate shareable reports. Go to Reports to create and customize reports that you can share with clients.
Q: How do I add or remove nonprofits from a portfolio?
A: In the Manage Portfolios page, select a portfolio and use the search function to add nonprofits. You can remove nonprofits by clicking the remove icon next to each organization.
Q: Can clients see the nonprofits in their portfolio?
A: Clients with Daffodil Compass accounts can view shared portfolios through generated reports. You control what information and reports are shared with each client.
Reports and Impact Tracking
Q: What types of reports can I generate?
A: Mission Control allows you to generate nonprofit portfolio reports and impact summaries. Visit the Reports page to create custom reports for client meetings and presentations.
Q: How do I share reports with clients?
A: From the Reports page, select a report and choose "Share with Client." You can send reports via email or generate a shareable link. Clients can also access reports directly if they have a Compass account and you've granted them access.
Q: Can clients access reports directly?
A: Yes, when you share a report with a client who has a Daffodil Compass account, they can access it directly through their Compass dashboard. You maintain control over which reports each client can access.
Q: How often are nonprofit impact updates available?
A: Nonprofit impact data is updated continuously as organizations report new outcomes and achievements. Major updates typically occur quarterly, with real-time updates for significant events or milestones.
Q: Can I customize reports for client presentations?
A: Yes, reports can be customized to include specific metrics, time periods, and presentation formats. You can focus on particular cause areas, geographic regions, or impact themes relevant to each client.
Nonprofit Research and Due Diligence
Q: How do I research nonprofits using Mission Control?
A: Use the search functionality throughout Mission Control to find nonprofits by name, EIN, cause area, or location. Each nonprofit profile includes financials, leadership, programs, and impact data to support your due diligence.
Q: What is Ask Daphne AI and how does it help with due diligence?
A: Ask Daphne AI is an AI assistant trained on nonprofit data, charitable giving best practices, and philanthropic research. Ask questions about specific nonprofits, cause areas, or giving strategies to get instant, research-backed answers.
Q: Can I search for nonprofits by cause area or location?
A: Yes, Mission Control includes powerful search and filtering capabilities. You can find nonprofits by cause area (education, health, environment, etc.), geographic location, size, and other criteria to match your clients' interests.
Q: What nonprofit data is available in Mission Control?
A: Each nonprofit profile includes IRS Form 990 data, financial metrics, leadership information, program descriptions, impact reports, and real-time updates. We aggregate data from multiple sources to provide comprehensive due diligence information.
Platform Features
Q: Can I connect client DAFs to Mission Control?
A: Some DAF integration features are coming soon. Currently, clients can use Daffodil Compass (our own DAF sponsor) for seamless integration, or you can manually track client giving from other providers. Contact support@getdaffodil.com to learn about upcoming DAF connectivity features.
Q: How does billing work for Mission Control?
A: Mission Control offers a free tier with core features. View current pricing and plans or visit the Usage & Billing page in your account to see your usage and upgrade options.
Q: Can multiple team members access our Mission Control account?
A: Yes, you can add team members from the Team page. Team members can collaborate on client management, portfolios, and reports while maintaining appropriate access controls.
Q: What's the difference between Mission Control and Compass?
A: Mission Control is for advisors to manage multiple clients and nonprofit portfolios. Compass is for individual donors and families to manage their own charitable giving and donor-advised funds. As an advisor, you use Mission Control to support your clients, some of whom may use Compass for their personal giving.