Question 1

What does an Intent DAF™ actually do?

Accepted Answer

It captures your giving intent as a structured, durable record — your purpose, your beneficiary categories, your decision rules, your succession plan, and the permissions that govern any agent acting on your behalf. The artifact lives on, gets versioned when you update it, and is readable by family members, advisors, successors, and authorized AI agents.

Question 2

How long does it take to set up?

Accepted Answer

A first pass takes fifteen to thirty minutes. A finalized Spec — including stress-testing, refinement, and signature — typically takes four to six weeks of advisor-supported work for a sophisticated giving program. You may move faster or slower; the artifact is yours.

Question 3

Do I need a financial DAF to use an Intent DAF™?

Accepted Answer

No. Your Intent DAF™ governs your giving regardless of what vehicle holds the assets — donor-advised fund, private foundation, charitable remainder trust, direct giving, or some combination. It works alongside whatever you already have.

Question 4

What happens to my Spec if GiveIQ goes out of business?

Accepted Answer

Your Spec is yours. The schema is published openly under MIT license, so any other vendor or service may read and operate against your Spec. The canonical document is exportable at any time. Your artifact is portable by design.

Question 5

Can I change my Intent DAF™ later?

Accepted Answer

Yes. Every change is versioned, with the author, timestamp, and justification recorded. Your full history is preserved. Donors update their Specs annually on average; some clauses (like a stated North Star) tend to be stable, while others (like specific decision rules) evolve with experience.

Question 6

Where does the Intent DAF™ fit alongside my existing practice?

Accepted Answer

The Intent DAF™ is a tool you deploy with your principal. You guide the intake, run the Stress-Test, and maintain the artifact through periodic drift audits. It complements gift planning, estate work, and family governance rather than replacing any of them.

Question 7

How does it interact with CAP®, 21/64, or AFP-credentialed work?

Accepted Answer

It complements all of them. CAP® addresses the technical instruments. 21/64 addresses the values conversation. The Intent DAF™ produces a durable, structured artifact from those conversations — the thing that survives the room. We expect many advisors will hold credentials from multiple bodies and use the Intent DAF™ as the deployment artifact.

Question 8

Is this a referral product or a tool I administer myself?

Accepted Answer

Both models are available. Some advisors run the entire intake themselves with the Intent DAF™ as their deliverable. Others co-deliver with GiveIQ for institutional engagements. Reach out for partnership terms.

Question 9

Will my principal's Spec be visible to GiveIQ?

Accepted Answer

Specs are stored encrypted. Access is governed by the principal, not by GiveIQ. The platform reads Spec metadata necessary to operate the product (versioning, audit cadence, agent permissions), but the substantive content is your principal's, controlled by them.

Question 10

How does this affect my fiduciary duty?

Accepted Answer

The Intent DAF™ makes your principal's intent more legible and verifiable than any prior format — which generally strengthens your fiduciary position rather than weakening it. Your duty to act in your principal's interest is easier to discharge, and easier to demonstrate, when their intent is structured.

Question 11

Who is this product built for?

Accepted Answer

Family offices, multi-family offices, RIAs, community foundations, private foundations, and DAF sponsors that work with sophisticated donors and want a structured way to capture, maintain, and operate against donor intent — including in agent-mediated environments.

Question 12

What does deployment look like?

Accepted Answer

We work directly with founders, principals, and advancement leadership to deploy Intent DAF™ across your client base. Pricing scales with seats and giving complexity. Institutional engagements are available; we'll send terms after an initial conversation.

Question 13

What's the implementation timeline?

Accepted Answer

Initial deployment for a small principal cohort: four to eight weeks. Broader rollout across a firm's client base: three to six months, depending on integration with existing systems.

Question 14

Do you white-label?

Accepted Answer

For institutional partners with sufficient scale, yes. The schema and the underlying methodology remain attributable to GiveIQ; the client-facing product can be branded as a co-deployment. We are not interested in white-label arrangements that obscure the open schema.

Question 15

What about data residency and integration?

Accepted Answer

Specs may be hosted in jurisdictions of the partner's choice for institutional deployments. API access for integration with custodial systems, CRM, and reporting infrastructure is available for partners.

Question 16

What is the legal status of an Intent DAF™?

Accepted Answer

The Intent DAF™ is a structured statement of donor intent. It is not a legal instrument in itself — it does not create a trust, transfer assets, or supersede a gift agreement. It is designed to be referenced by, and to inform, the legal instruments your client uses (gift agreements, advisory letters, trust documents, foundation governing documents).

Question 17

How does it interact with UPMIFA?

Accepted Answer

The Intent DAF™ does not modify UPMIFA's framework for institutional fund management. For donors who fund restricted gifts, the Spec provides a more complete and structured record of donor intent than is typically captured in a gift agreement, which may inform interpretation of donor restrictions but does not by itself bind the recipient institution.

Question 18

Is the artifact admissible as evidence of donor intent?

Accepted Answer

The Spec carries an authorship signature, an immutable version history, and (where the donor chooses) recorded “donor's voice” commentary. These features are designed to support evidentiary use in disputes, mediation, or court proceedings about donor intent. We make no claim about the legal weight any particular jurisdiction will assign.

Question 19

Who owns the Spec?

Accepted Answer

The donor. The schema is open-source under MIT license. The donor's specific Spec is the donor's property, hosted on infrastructure of their choice, exportable at any time.

Question 20

Is this regulated?

Accepted Answer

The Intent DAF™ is not a charitable vehicle, does not custody assets, does not provide tax benefits, and is not a 501(c)(3) sponsoring organization. Standard data privacy and consumer protection regulations apply. We are not a fiduciary; the donor's advisor remains in their existing role with their existing duties.

Question 21

Where are Specs stored?

Accepted Answer

Encrypted at rest and in transit, with hosting in U.S.-based infrastructure for individual deployments and configurable jurisdictions for institutional partners. Detailed security documentation is available under NDA for institutional buyers and counsel review.

Frequently Asked Questions

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