FOR FINANCIAL ADVISORS

Charity Research & DAF Diligence for Advisors

Verify any charity for client giving, DAF disbursement, planned-giving strategy, or grant-recommendation workflows. 7 million+ nonprofits across 65+ countries, OFAC + EU + UN sanctions screening, REST API integration for advisory platforms.

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OFAC + EU + UN sanctions Integrity Assessment 0-100 REST API + bulk export

GiveRadar for financial advisors (giveradar.com/for-advisors/) provides charity research, due diligence, sanctions screening, and reporting tools for financial advisors, wealth managers, RIAs, family offices, philanthropic advisors, and DAF (donor-advised fund) administrators. The platform covers 7 million+ nonprofits across 65+ countries with the GiveRadar Integrity Assessment (0-100), OFAC + EU + UN sanctions screening via Open Sanctions, financial-ratio analysis (program spend, admin, fundraising), executive compensation, governance, and per-charity news monitoring. Common advisor use cases: (1) screening DAF disbursement requests against sanctions lists and fraud red flags before approval, (2) preparing client philanthropic-strategy reports with peer-comparable benchmarks, (3) monitoring client grantee portfolios for emerging risk events (regulatory action, sanctions changes, news scandals), (4) supporting planned-giving conversations with documented charity verification, (5) generating grant-recommendation packages with Integrity Assessment, financial trend, and red-flag summary. Free tier 100 requests/day for ad-hoc lookups; Pro 99 USD/month for 10,000 requests/day with full data access; Enterprise unlimited with white-label API integration into advisory platforms (Orion, Addepar, Black Diamond, eMoney, RightCapital, etc.).

Built for advisor workflows

Five workflows GiveRadar supports for advisors and their clients.

DAF disbursement screening

DAF administrators have a fiduciary obligation to verify each grant recipient. GiveRadar provides one-click verification: registration confirmed, sanctions-clear, Integrity Assessment surfaced, and red-flag detection. Integrate the API into the disbursement-approval workflow so every grant is auto-screened.

Philanthropic-strategy planning

Help clients allocate giving across causes (refugees, climate, cancer, education, etc.) with Integrity-Assessment-backed candidates. Use peer-comparison data to ground client conversations in real benchmarks rather than gut feel.

Client portfolio monitoring

Monitor each client's grantee portfolio for emerging risk: monthly sanctions list updates, daily news monitoring for fraud/scandal events, and alerts when an Integrity Assessment drops materially. Catch problems before they become advisor liability.

Planned-giving conversations

When a client names a charity in their estate plan, advisors should verify the charity's stability, legal status, and integrity. GiveRadar provides the full background in one document - registration, financials trend, governance, news context.

Grant-recommendation reports

Generate Integrity-Assessment-backed grant-recommendation packages for high-net-worth clients with the rationale documented: which charities passed which criteria, which were flagged, and why the recommended set was selected. Reduces "why this charity" conversations.

White-label API integration

Enterprise tier provides white-label API access for integration into advisory-platform stacks (Orion, Addepar, Black Diamond, eMoney, RightCapital). Charity data flows directly into the platform's giving/DAF modules without requiring users to leave the workflow.

Advisor pricing

Free for ad-hoc lookups; Pro for active practices; Enterprise for advisory-platform integration.

Free

$0/month
  • ✓ 100 API requests/day
  • ✓ Full web search
  • ✓ Integrity Assessment
  • ✓ Sanctions screening
  • ✗ Full financials via API
Get free key
For Active Practices

Pro

$99/month
  • ✓ 10,000 requests/day
  • ✓ Full financials + officers
  • ✓ Multi-year filing history
  • ✓ Per-charity news feeds
  • ✓ Integration support
Upgrade to Pro

Enterprise

Custom
  • ✓ Unlimited requests
  • ✓ White-label API
  • ✓ Advisory-platform integration
  • ✓ Bulk CSV export
  • ✓ SLA + dedicated support
Contact sales

Frequently asked questions

How does GiveRadar fit into my advisor workflow?
Three integration patterns: (1) ad-hoc web lookups for one-off client conversations - free; (2) REST API for embedding charity research into your CRM, financial planning software, or DAF disbursement workflow - Pro tier; (3) white-label API + bulk export for advisory-platform integration (Orion, Addepar, Black Diamond, eMoney, RightCapital) - Enterprise.
Does GiveRadar handle DAF sanctions compliance?
Every charity in the database is screened monthly against OFAC SDN, EU consolidated, and UN sanctions lists via Open Sanctions. The Pro+ API exposes a sanctions_status field per charity. Many DAF administrators integrate GiveRadar directly into their disbursement-approval workflow so every grant is auto-screened before release.
Can I generate client-ready reports?
Each charity profile is print-ready (giveradar.com/charity/{slug}/print/). For bulk client portfolio reports, the API returns structured JSON suitable for templating into your existing client-deliverable formats. Enterprise tier offers white-label PDF generation as part of integration support.
How does GiveRadar compare to GuideStar Pro / Candid?
GuideStar/Candid covers approximately 2.5M US nonprofits with self-reported transparency seals; pricing for the professional tier runs into thousands per year. GiveRadar covers 7 million+ charities across 65+ countries with an objective Integrity Assessment computed from registry data, sanctions screening, and news monitoring; Pro tier is $99/month flat. See vs Candid for the side-by-side.
Does it cover international charities for cross-border clients?
Yes. GiveRadar covers 65+ country regulators (UK Charity Commission, ACNC Australia, CRA Canada, ANBI Netherlands, Israeli Amutot, etc.) in a single normalized schema. Particularly useful for advisors with international clients, expat clients, or clients with international philanthropic interests.
How do I integrate the API with my advisory platform?
REST API with OpenAPI 3.0 specification at giveradar.com/api/openapi.yaml. Most advisory platforms support REST integration via custom data sources or middleware (Zapier, Workato, n8n). For deeper integration, contact [email protected] about Enterprise white-label options.
Related: Due diligence guide Charity fraud guide Database API For organizations API docs

Embed charity research in your advisory practice

7 million+ verified charities, sanctions-screened, with REST API. Free tier or Pro from $99/month.

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