For Institutions
The deployment layer your AI strategy has been missing.
Every wealth advisor, family office, and foundation is being asked the same question: how do we responsibly use AI in our clients' giving? The default answer is to hire consultants — interview principals, document values, build custom guardrails, monitor for drift. It is slow, expensive, and does not scale. The Intent DAF™ replaces the consulting engagement with a product.
What your principals get
A structured record of their intent — versioned, signed, durable. An ambiguity registry that names what they have deliberately left undecided. An agent-permissions layer that defines what any AI may and may not do on their behalf. A Successor Pack that travels intact through advisor turnover, generational handoff, and institutional change.
What your firm gets
A product, not a project. AI-enabled philanthropic services that scale across your client base instead of consuming partner time per engagement. A drift audit dashboard that shows where actual grantmaking has diverged from stated intent — proactively, on a cadence you set. A conflict-of-interest layer that surfaces relationships transparently, which is increasingly what your most demanding principals are asking for.
The Successor Pack
Designed for the moment intent matters most: the handoff. When a Spec is transferred — to a next-generation family member, a successor advisor, a court-appointed trustee, an institutional sponsor — the Successor Pack travels with it. The Spec itself. The full version history. The ambiguity registry. The Stress-Test results. A "donor's voice" appendix of recorded commentary on the clauses that matter most. The artifact that defends donor intent in the moment that will define whether intent survives.
The Drift Audit
Quarterly or annual, on a cadence you configure. Actual grants are compared against the Spec's stated geometry. Divergences are flagged. The audit is structured adversarially — it attempts to prove drift and puts the burden on the firm to defend the divergence. Your most sophisticated principals will recognize this as the right posture: the tool is on the donor's side, structurally.
The Open Standard
The Intent Spec schema is published openly under an MIT license. Any advisor, family office, foundation, or DAF sponsor may read it, build against it, or contribute to it. Donor intent is too important to be proprietary. We built Intent DAF™; we did not enclose the standard.
See the schema on GitHubFor partnerships at the institutional level
Family offices, foundations, advisors, and DAF sponsors.
Multi-family offices, RIAs, community foundations, private foundations, and DAF sponsors — we work directly with founders, principals, and advancement leadership to deploy Intent DAF™ across your client base. Pricing scales with seats, not transactions.