GivEZ - Charitable Giving Made Simple

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Three Stages. One Ledger. Your Rails.

How a gift moves from intent to receipt, who acts at each step, and why GivEZ never holds the money.

GivEZ FlowInstitution custody
01 DesignationYour app
[Your institution] · GivingStep 2 of 2
$2,500.00
FromBrokerage ••4821
ToRiverside Literacy Trust
RecipientVerified
02 AllocationGivEZ
designation.createdok
safeguard.evaluatedpass
allocation.recordedledger
instruction.sent→ inst.

Checks policy, records allocation, hands instruction to institution. No money moves here.

03 DisbursementYour rails
transfer.originatedby institution
disbursement.settledT+0

Designation, Allocation, Disbursement

Four parties, three stages. Every event is written to the ledger as it happens, so the record and the reality never drift apart.

Stage 1
Designation
Stage 2
Allocation
Stage 3
Disbursement
Client
Chooses recipient, amount and source account in your app
—
Sees confirmation and record in your app
Institution
Authenticates and submits designation via API
Receives a signed transfer instruction
transfer.originated
Originates transfer on its own rails
GivEZInstructions + ledger
designation.created
safeguard.evaluated
allocation.recorded
instruction.sent
disbursement.confirmed
ledger.entry.closed
Recipient charity
—
—
Receives funds from the institution

Designation stays in your UX

Your authentication, your interface, your brand. GivEZ receives a structured designation, not a client session.

Allocation is policy-gated

The safeguard engine evaluates every gift before an instruction is released. A failed check halts the flow and routes it to review.

Disbursement is yours

Funds move on your rails under your controls. GivEZ confirms settlement and closes the ledger entry.

What You Build, What We Bring

Your engineering team integrates against a single API surface. We handle everything behind it.

Your team

Embed giving UIAdd the designation flow to your app or advisor tools
Authenticate customersUse your existing auth, we never see credentials
Originate transfersMove money on your rails under your controls
Set safeguard rulesDefine limits, recipients and policies for your clients
GivEZ API

GivEZ handles

Allocation engineScheduling, amount calculation and designation management
Safeguard checksRecipient verification, limits and policy evaluation
Tamper-evident ledgerAppend-only, hash-chained record of every event
Core system translationAdapter maps your core to a single API surface
ReconciliationSettlement tracking and transfer status monitoring
Fee calculationPer-gift attribution and contracted split reporting
Charity verificationOFAC screening and IRS status confirmation
Compliance reportingAudit exports, receipts and regulatory documentation

Let's Scope Your Integration

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