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FAQs for Philanthropic Advisors
Common questions about using Mission Control to manage clients and nonprofit research
Getting Started with Mission Control
What is Mission Control?
How do I create an account?
What types of advisor organizations can use Mission Control?
Is there a cost to use Mission Control?
Client Engagements
What is an engagement?
How do I create a client discovery survey?
Managing Clients
How do I add clients to Mission Control?
How can I invite clients to use Daffodil Compass?
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 is benchmarking?
How do I create a nonprofit survey?
Can I search for nonprofits by cause area or location?
What nonprofit data is available in Mission Control?
Reports and Impact Tracking
What types of reports can I generate?
How do I share reports with clients?
Can clients access reports directly?
How often are nonprofit impact updates available?
Can I customize reports for client presentations?
Research Agent & Due Diligence Reports
How do I use the AI Researcher Agent?
What is the Research Agent in Nonprofit Research?
What data sources does the Research Agent draw from?
Can I scope research to a specific list within a research project?
How do I specify what kind of research I need?
How many organizations can I research at once?
How and when do I receive research results?
Platform Features
How do I use Daphne?
Can I connect client DAFs to Mission Control?
How does billing work for Mission Control?
Can multiple team members access our Mission Control account?
What's the difference between Mission Control and Compass?