Philanthropic CRM + Giving Accounts
Mission Control is purpose-built for philanthropic advisors. Manage client engagements, conduct nonprofit due diligence, and offer clients Daffodil donor-advised funds for seamless giving — all in one integrated platform.
Managing Philanthropic Clients Shouldn't Be This Hard
Tracking client engagements across spreadsheets, conducting nonprofit research manually, and directing clients to third-party DAF providers takes valuable time. You need an integrated platform that combines client management with giving accounts your clients will actually use.
CRM + Giving Accounts, How It Works
Create your free Mission Control account
No setup calls, no contracts. Get started in minutes with our streamlined onboarding process designed specifically for financial advisors.
Manage client engagements in one place
Track all your client relationships, philanthropic portfolios, and advisory activities in a single, organized dashboard. Mission Control gives you complete visibility into every engagement.
Conduct nonprofit due diligence with AI
Research any nonprofit instantly with AI-powered analysis. Access financial health, impact metrics, and risk indicators — then share professional due diligence reports directly with clients.
Offer clients Daffodil donor-advised funds
Your clients can open giving accounts directly through Daffodil's donor-advised fund platform. Manage investments, facilitate grants, and track impact — all while maintaining your advisory relationship. White-label options available.
"Can I manage my clients' DAF investments?"
Yes. Daffodil DAFs support full investment advisory capabilities. Your clients open accounts, you manage the investments just like any other account — with complete compliance and reporting built in.
"How does this compare to other DAF providers?"
Unlike traditional DAF providers, Daffodil combines the giving accounts with a full CRM and nonprofit research platform — so you're not juggling multiple systems. Plus, white-label options keep your brand front and center.
Complete Philanthropic Platform for Advisors
Manage client relationships with a purpose-built CRM. Conduct nonprofit due diligence with AI. Offer clients Daffodil donor-advised funds for giving. All integrated in one platform. Try Mission Control today, completely free.