You review every suggestion
Seeded recipients and allocations are donor-reviewed suggestions. You decide who is in, how much they get, and when — nothing is added or sent on your behalf.
Turn a giving budget into a deliberate portfolio.
Your giving workspace/Smart Giving · Plan Studio
Save planGiving budget
$1,200
per month
Strategy
Balanced
donor-set
Candidate split
60%
Causes split
40%
CadenceMonthlyAnnualStrategyBalancedFocusedCommunity
Planned quarterly split
Candidate34%
PAC26%
Nonprofit22%
Party18%
Planned $1,080Unallocated $120
Recipients this cycle
Rivera for Senate
Candidate
Clean Water Action Fund
PAC
Neighbors United
Nonprofit
State Party Committee
Party
Preview only · nothing sent until you approve
Set a budget and strategy, choose who you support, preview quarterly allocations, then review readiness and approve execution from one personal giving workspace.
The operating loop
1Set the budget
Start from what you intend to give, not one donation at a time.
Choose a monthly or annual budget, an election cycle, and a giving strategy — then set how much flows to candidates versus PACs and causes. The workspace turns those inputs into a plan you can shape, not a one-off checkout.
- Monthly or annual budgets with a candidate and cause split
- Strategy and allocation mode you set and can change anytime
- Every amount is a preview until you review and approve it
Your giving workspace/Smart Giving · Plan Studio
Save planGiving budget
$1,200
per month
Strategy
Balanced
donor-set
Candidate split
60%
Causes split
40%
CadenceMonthlyAnnualStrategyBalancedFocusedCommunity
Planned quarterly split
Candidate34%
PAC26%
Nonprofit22%
Party18%
Planned $1,080Unallocated $120
Recipients this cycle
Rivera for Senate
Candidate
Clean Water Action Fund
PAC
Neighbors United
Nonprofit
State Party Committee
Party
Preview only · nothing sent until you approve
2Build the portfolio
Choose exactly who you support — and how much each one gets.
Seed a portfolio from organizations you already follow or your giving history, or add recipients by hand. Group them by candidate, PAC, nonprofit, and party, set per-recipient weight, and reorder or remove anyone.
- Searchable recipient cards grouped by type
- Clear provenance: Following, Giving history, or Added manually
- Weight, reorder, and remove — you stay in control of the mix
Your giving workspace/Smart Giving · Portfolio
Add recipientSearch candidates, PACs, nonprofits, parties
Candidates
Rivera for Senate
FollowingWeightHigh
Okafor for Governor
Giving historyWeightMedium
PACs
Clean Water Action Fund
Added manuallyWeightMedium
Nonprofits
Neighbors United
FollowingWeightLow
You control who is in and how much weight each recipient carries · demo data
3Review the quarterly plan
See the whole year before a single dollar moves.
Your budget and weights spread into a quarter-by-quarter preview with amounts, recipient counts, and status. Change the budget, split, or recipients and the saved plan recalculates — you review the new preview before anything is scheduled.
- Q1–Q4 cards with planned amount, recipient count, and status
- A plain-language explanation of how each amount was derived
- Saved plans recalculate on change, then wait for your review
Your giving workspace/Smart Giving · Quarterly plan
Q1Completed
$3,240
4 recipients
Q2Scheduled
$3,240
4 recipients
Q3Draft
$3,600
5 recipients
Q4Draft
$3,600
5 recipients
Q2 detail · why these amounts
Amounts follow your Balanced strategy and per-recipient weights, spread evenly across the quarter. Saved plans recalculate when you change the budget, split, or recipients — you review the new preview before anything is scheduled.
Rivera for Senate$1,100
Clean Water Action Fund$840
Neighbors United$720
4Check and approve
Approve with readiness and limits checked first.
Before execution, every recipient shows payment readiness and a contribution-limit preflight. Approving schedules only the recipients marked Ready; anything that needs review or is blocked is held with a clear path to resolve it. Money moves only after you approve.
- Payment readiness and limit preflight on every recipient
- An executable total that counts only Ready recipients
- A review step before approval — never auto-donation
Your giving workspace/Smart Giving · Review & approve
Review planRecipients ready
2 of 4
Executable total
$1,940
ready only
Held for review
$1,320
RecipientAmountPayment readinessLimit check
Rivera for Senate
$1,100ACH ····4821Within limitReadyClean Water Action Fund
$840ACH ····4821Within limitReadyNeighbors United
$720Verify bankWithin limitNeeds reviewOkafor for Governor
$600ACH ····4821Near limitBlockedApproving schedules only the recipients marked Ready. Held items stay in review until you resolve them.
A plan is a proposal until you approve it.
Limits checked before payment
A contribution-limit preflight runs before execution, with clear resolution paths when a recipient is near or over a limit.
Nothing paid until it executes
Quarterly amounts are previews. An allocation is never shown as paid before a payment session runs and settles — planning and money movement stay separate.
No optimization or tax claims
Smart Giving helps you organize intentional giving. It does not promise optimal impact, provide tax advice, or guarantee coverage of every possible recipient.
Explore the connected tools and workflows that extend the work above.
Give on purpose, all year long
Set a budget, build a portfolio, and approve a plan you can stand behind.
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