Infrastructure built for
institutional philanthropy.
ECF’s proprietary technology platform gives fund holders, advisors, and family offices real-time visibility, streamlined operations, and compliance-grade infrastructure — all under one roof.
Real-Time
Bank Account Balance & Fund Reporting
Purpose-Built
18 Years of Charitable Accounting & Compliance
All-in-One
Centralized Support for Operational Efficiency
Bank-Grade
Security, Encryption
& Service
Platform Overview
One platform.
Every function.
ECF’s technology stack was built from the ground up for the unique operational demands of private charitable funds — not retrofitted from generic financial software.
01
Efficiency & Accuracy
02
Powerful AI Integrations
AI-driven tools thoughtfully integrated to enhance transparency, accuracy, and informed decision-making at every level of fund administration and reporting.
03
Automated Reconciliations
Real-time reconciliations and reporting that eliminate manual errors and keep every account in perfect alignment — without requiring staff intervention or manual matching.
04
White-Label Platform
18 Years of Operational Insight
Purpose-built from nearly two decades of charitable accounting and regulatory compliance.
ECF has leveraged its operational insight to develop advanced software solutions that automate and streamline the full spectrum of back-office functions for 501(c)(3)s — built to help you and your clients do good, and not break the rules.
Client Portal Features
Everything a fund holder
needs to act.
The ECF client portal is designed for active fund holders who want full visibility and control — without requiring a call or a form every time.
Real-Time Account Balance
View your fund's current balance and account activity in real time — no waiting for month-end statements or manual updates from your administrator.
Bill Payment (Disbursements)
Submit and manage fund disbursements — including bills and approved payments — directly through the portal. Full transaction history keeps every outgoing payment documented and traceable.
Donation & Disbursement Tracking
Track incoming donations and outgoing disbursements in one place — with full visibility into gifts received, grants paid, and pending transactions across your fund.
Financial Statements Archive
Access monthly financial statements and end-of-year reports directly from the portal — formatted and ready for your CPA, advisor, or internal review.
Customizable User Access
Control who sees what. Grant tiered access to advisors, CPAs, family office team members, or delegates — with fully customizable permissions by role.
Gifts & Grants Tracking
Monitor all charitable gifts received and grants made — domestic and international — with full tracking through the portal from submission through disbursement.
Instant Charity Checker
Verify grantee eligibility instantly before disbursement. ECF's built-in charity checker confirms IRS status in real time — reducing risk and keeping every grant compliant.
Check Deposit
Submit check deposits directly through the portal. Fund contributions received by check are processed and posted to your account without requiring a separate communication to your administrator.
Invoice Tracking
Track outstanding and paid invoices associated with your fund in one organized view — keeping vendor payments and operational expenses aligned with your financial statements.
Charitable Event Registration
Register and manage charitable fundraising events directly within the portal — tracking event details, registration activity, and associated proceeds alongside the rest of your fund's financial activity.
Demo Video Library
A full library of step-by-step video walkthroughs — covering every area of the portal and platform operations. Available on demand inside your account, with new tutorials added as features are released.
Portal Access
Existing fund holder? Log in.
Your ECF client portal gives you a complete view of your fund — balances, grants, documents, and compliance status — all in one place.
- Real-time account balance
- Donation & disbursement tracking
- Gifts & grants tracking
- Financial statements archive
- Bill payment & invoice tracking
- Check deposit
- Expected donations tracking
- Charitable event registration
- Demo video library
- Customizable user access
Dashboard Preview
See the platform
in action.
A full walkthrough of the ECF client portal and fund dashboard will appear here once assets are provided.
AI & Automation
Less manual work.
More strategic focus.
ECF’s platform automates the operational overhead of fund administration — freeing advisors and fund holders to focus on impact, not paperwork.
Automated Reconciliations & Reporting
All fund transactions are reconciled automatically — eliminating manual matching, reducing errors, and keeping books current. Reporting follows in real time, formatted and ready for advisors and CPAs.
Expected Donations Tracking
Track anticipated contributions before they arrive. The platform surfaces expected donations so administrators can plan disbursements and maintain accurate forward-looking fund balances.
Powerful AI Integrations
AI-driven tools are thoughtfully integrated throughout the platform to enhance transparency, accuracy, and informed decision-making — from compliance screening to reporting and account oversight.
Instant Charity Checker
Verify grantee IRS status automatically before any disbursement is made. The built-in charity checker eliminates manual verification and reduces the risk of non-compliant grants.
Charitable Fundraising Event Tracking
Track fundraising events, proceeds, and related disbursements directly within the platform — keeping charitable activity organized, documented, and compliant from start to finish.
Transparent Accounting Across the Board
Every transaction, report, and account movement is surfaced clearly through the portal — giving fund holders, advisors, and their teams a complete and accurate picture at all times.
Technology and expertise
working together.
ECF’s platform simplifies complex workflows, supports informed decision-making, and ensures regulatory alignment — combining intuitive technology with responsive, relationship-driven service so your clients can focus their energy on maximizing meaningful impact.
White-Label Capability
Your brand.
Our infrastructure.
Advisors and family offices can offer the full ECF platform to their clients under their own brand — with zero technology overhead or compliance build-out required on their end.
ECF’s white-label solution gives RIAs, wealth management firms, and family offices the ability to offer a fully branded charitable fund platform to their clients — backed entirely by ECF’s proprietary technology, compliance apparatus, and operational team.
Your clients interact with a seamless, branded experience. You maintain the client relationship. ECF handles every back-office function behind the scenes.
- Branded portal — make it look like yours
- Fully customizable user access and permissions by role
- Dedicated relationship manager and white-glove support team
- Full back-office handled by ECF — compliance, accounting, reporting, HR
- Advisor-facing visibility across all client fund activity
- Seamless integration into your existing client service model
White-Label Capability
Offer charitable funds as
a native service line.
- RIAs & Independent Advisors
- Multi-Family Offices
- Wealth Management Firms
- Community Foundations
Security
A fully secure platform built for institutional trust.
ECF’s client portal is built with security at its foundation — giving fund holders, advisors, and family offices the confidence that their data and assets are handled with the same rigor they expect from their financial institutions.
Fully Secure Client Portal
The ECF client portal is fully secured — purpose-built to protect sensitive fund data, financial records, and legal documents with institutional-grade infrastructure.
Customizable Access Controls
Role-based access allows administrators to control exactly what each user can see and do — from full fund management to read-only advisor views — without compromising security.
Important Documentation Folder
A dedicated, secure folder within the portal holds all critical fund documents — Fiscal Sponsorship Agreements, Audited Financials, IRS Determination Letters, and more — organized and accessible on demand for clients, advisors, and their legal teams.
Operational Confidence
Technology and expertise working together — ECF's platform simplifies complex workflows, supports informed decision-making, and ensures regulatory alignment with best-practice insight at the highest level.
Platform Standards
- IRS-Approved 501(c)(3)
- Independently Audited
- 4/4 Stars — Charity Navigator
- Fully Secure Portal
Get Started Today
Ready to see the platform
firsthand?
Schedule a walkthrough with our team or start your fund application
today. ECF handles everything from setup through ongoing operations.