
Everyone else sells something that lives above the layer. causefi. is the layer. Payments, participation, data and settlement, purpose-built for the GivingTech industry, with every way of giving running through it.
What FinTech did for banking, causefi. does for causes. One processing layer that every giving action flows through, with the cause community above it and the card networks, banks and matching databases beneath it.
Round-ups, one-time, recurring, match, merchant. All settled through a single rail.
Ambassadors, goals, streaks, challenges. Giving becomes something you play, not something you’re asked.
Behavior, retention, lifetime value. The first real donor telemetry the sector has had.
Custody, faster payouts and the tax truth, settled through one regulated rail.
One roof. One login. One fee. One truth. No stacking vendors. No stacking percentages. A single data model behind every dashboard, report and payout.
Smart Sweep is the payment processing service of the rail. It watches every giving type on the platform and sweeps each one on the cadence the giving type calls for and the organization requests: round-ups when the change is ready, recurring gifts on the donor’s schedule, the employer match once a month. For round-ups, ready means the pooled balance reaches the sweep level the supporter sets: $50 by default, never below $25, always in their control.
One clean, clearly named charge, on settled transactions only, never an overpull, never mid-transaction. Balances that are not ready simply roll forward. The organization sets the request, the giving type sets the rules, and the engine does the rest.
Round-up is one requirement the sweep serves, not the whole job. It happens to be the most loved one, so it gets its own story below.
Every stream, swept by giving type and organization request, settled through one ledger on one payout.
A supporter links the card already in their wallet. Every eligible purchase rounds up in real time and pools per card, and Smart Sweep gathers that forgotten change in one clean charge when it is ready.
The average linked card generates about $30 a month in round-ups alone. That number includes zero sponsor giving and zero employer matching. The other funding layers stack on top of it.
The supporter stays in control the whole way. Caps, cadence, and pause are supporter-set from day one. That control is why they stay.
No asks. No decisions. No lifestyle change. The forgotten change simply moves, and it becomes change for good.

Her own change, the retailer’s money, and her employer’s budget. Each layer runs on its own trigger: the give back needs nothing but a card on file used at a sponsor. Every other platform reaches one of these; causefi. can fire all three off the same swipe, and the supporter never does anything different. Here is one $21.20 purchase, side by side.
| Purchase | Round-up | Sponsor give back | Impact | |
|---|---|---|---|---|
| Traditional round-ups | $21.20 | $0.80 | $0.00 | $0.80 |
| On the causefi. rail | $21.20 | $0.80 | $2.12 | $2.92 |
That table runs on a $21.20 coffee run. Now watch the same math on a bigger basket, the way it plays out at a sponsoring retailer, where all three layers fire at once.
Everything the incumbents do, plus everything they can’t. The roof is the causefi. platform, the subscription an organization signs. Underneath every stream runs donr., the payment core, with Smart Sweep moving the money.
The forgotten change, gathered by Smart Sweep, never mid-transaction.
Milestone and memorial giving in seconds.
Monthly, quarterly, annual, inside the loop.
Time-boxed boosts and challenges on demand.
5 to 15 percent of everyday spend, funded by brands.
They choose. You match. It sweeps monthly.
Local partners, spirit nights, ongoing giving.
Points for generosity, redeemed for real product.
Invites, seating, tickets and check-in, white-labeled.
See-it-all silent bidding, QR to bid, lineless close.
Standalone or in the room, rules engine, auditable draw.
Load a giving balance once, draw it down with every swipe.
Purchases round up in real time and pool per card, and Smart Sweep gathers the change in one clean charge, on settled transactions only, never an overpull.
Every card on file is a sponsorship asset. Brands fund 5 to 15 percent of everyday spend at zero cost to the supporter, with monthly ROI reporting a CFO will actually read.
The most ignored money in philanthropy, automated. One platform that switched it on saw match revenue climb 92%. That is $3.4M incremental.

A supporter picks the method. The organization never sees the difference, because every method here settles through the same rail, into the same ledger, on the same payout.
Any major card, one tap or on a schedule. Link the same card once and every purchase rounds up too, each card sweeping to the organization named on it.
ACH for the gifts where percentages hurt. Pennies to move, not points. And the rail behind bank-funded giving: card detects, bank pays, in one small automatic pull.
Loaded once, drawn down with every swipe. One charge, dozens of gifts.
The $23.40 stranded on a gift card becomes a gift in three taps, quoted at the honest number before you confirm, never held by us.
Converted on arrival, never held, described on the receipt as the asset it was.
Sponsors and employers billed on terms, reconciled in the same ledger as a $0.38 round-up.
A supporter backs several organizations and sets how the giving splits between them.
Every method above lands in one payout, on one statement, on one fee.
The method is the supporter’s choice. The reconciliation is never the organization’s problem.
Every dollar in the platform is typed the moment it moves: gift, ticket, auction value, chance, property. So the paperwork writes itself, correctly. Fair market value split from generosity automatically at the auction close. The raffle ticket never masquerades as a deduction, and the add-on gift beside it always is one. The crypto gift is described as the asset it was, never a guessed value.
The supporter’s year rolls up per card, per organization, monthly and annually, without a treasurer touching a spreadsheet.
And the paper lives somewhere permanent. Every dashboard has a documents vault: monthly statements, quarterly summaries, the annual giving statement in your hands by the end of January, and the written acknowledgment every gift of $250 or more requires, issued the moment the gift happens. Issued documents are never edited. A correction arrives as a new document chained to the original, both visible, because paper you can trust is paper that never quietly changes.
Zero documentation errors as the standard. Trust is a product. This is where it is manufactured.
Today every dollar settles straight through. Next, banking partnerships deepen the rail: faster payouts for organizations and bank-rail collection at pennies instead of percentages, which is what makes daily giving sane.
Never commingled. Never held before the law says yes. Never a launch dependency.
Insured and segregated, with a sub-ledger accurate to the penny.
Established partners receive most of their money mid-month. The sales weapon.
Bank-rail collection at pennies instead of percentages.
Everyone in the loop logs into causefi. and sees the same ledger from their own angle. Ambassador teams inherit a scoped version of their organization’s view, with access and insight set by ambassador level.
Live impact from spend, caps, cadence and pause, streaks and badges, rewards points, wallet balance and tax documents.
My raise and my team’s, goals, streaks, leaderboard, invites and activation, payouts and attributed links across every product.
Giving behavior live, retention and lifetime value, every stream in one payout, campaign intelligence, live event, auction and outing consoles.
Give back spend and caps, impact by cause area, transaction attribution, the monthly ROI report, and the tools to stock the marketplace and fund the moments.
Match budget live, participation by team, where people actually give, caps and policy control, closed workplace events and auctions.
Every account in one view, health and risk flags, onboarding and adoption, compliance status across raffles and events, directory prospecting and the demand map.

Everything that used to take five vendors, four exports and somebody’s spreadsheet. The point is not that you can raise more. The point is that a team of four can now run what used to take twelve.
Events and ticketing on one platform and one fee. Ambassador programs managed without a spreadsheet. Campaigns and power-ups launched in minutes, not a procurement cycle. Auctions and raffles from inventory to drawing to payout, without a cash box. One payout, one ledger, reconciled before it reaches your accountant. The tax truth, generated correctly, automatically.
Real-time dashboards of giving behavior as it happens. Retention and lifetime value by cohort, channel and cause area. Attribution to the transaction: which sponsor, which ambassador, which campaign produced the dollar. Sponsor ROI reporting generated monthly, defensible to a CFO. The live event console: the closing board, the thermometer and the field, from a phone at the podium.
Social intelligence: what is resonating and where attention is moving, before you spend against it. Behavioral signals: who is about to lapse, who is ready to be asked, who should be an ambassador. Segment and target instead of emailing everyone. Forecast from behavior, not last year’s total. Directory intelligence: prospect the whole nonprofit universe and benchmark against peers.
The platform ships on the web and in native Apple and Android apps from one shared core: one API, one design system, one release train, so every enhancement lands on every surface the same day. No feature is ever built twice.
causefi., in the pocket. Not a companion app, the platform itself. The coin drop and the balance widget on the lock screen. Outbid at the gala, rebid without opening anything. A guest scans the table QR and bids before they have installed anything.
Every US tax-exempt organization is in the directory from the first day, seeded from public IRS data: legal name and aliases, EIN, category, chapters and locations, mission, size band and verified deductibility. A supporter types, and the whole universe narrows live.
A profile is never a listing. No dollar moves to an organization that has not been onboarded. A verified official claims the page, sees the demand waiting, and starts onboarding from it.
Don’t know exactly who to back? Give to the cause itself. Point any giving stream at one of the nine cause areas and we allocate it to vetted organizations under a published policy, with every dollar traceable back to where it landed. And a gift to an organization that is not live yet gets delivered on your behalf, followed like a package, with the invitation attached: there is money waiting.
The nonprofit sector already runs on systems of record, and causefi. does not compete with them. It completes them. Those platforms answer how nonprofits manage the donors they have. causefi. answers how nonprofits create new donor activity that did not exist.
Keep the stack you trust. The rail runs alongside it, never against it, and every dollar it creates lands in one ledger your existing tools can read.
We work alongside your system of record, not against it. The table is the argument. Nobody else can post it.
| Capability | causefi. | Current platforms |
|---|---|---|
| Recurring and monthly givingScheduled supporter contributions | ✓ | ✓ |
| Standard giving and campaign reportsGift totals, campaign performance, donor counts | ✓ | ✓ |
| Payment processing and disbursementSecure fund movement and reconciliation | ✓ | ✓ |
| IRS-compliant tax receiptsAutomated acknowledgment, typed at the transaction | ✓ | ✓ |
| API and integration capabilitiesConnects with CRM, analytics, and third-party tools | ✓ | ✓ |
| Card-linked round-ups, gathered by Smart SweepReal-time giving off everyday spending, no new ask after setup | ✓ | ✗ |
| Employer matching built inEmployees choose the cause, employers match to a defined cap, monthly sweeps deliver | ✓ | ✗ |
| Three funding layers, all at onceRound-up, sponsor give back and employer match off one swipe | ✓ | ✗ |
| The live event stack on one railEvents, auctions, raffles and outings, one ledger, one payout | ✓ | ✗ |
| First-party supporter behavioral dataSpending patterns and giving frequency in real time | ✓ | ✗ |
| The 1.7M nonprofit directoryEvery US tax-exempt organization, findable and claimable from day one | ✓ | ✗ |
| Sponsor ROI reportingHard metrics: spend, dollars generated, transactions | ✓ | ✗ |
Six quick questions and a dedicated Success Advocate starts the conversation already knowing your world, your season, and the surfaces that fit.
One walkthrough. Every giving stream, live, on your organization’s numbers. Bring your CFO.
Ninety seconds of taps, no jargon, and a dedicated Success Advocate replies knowing exactly where you fit.