Edward Charles Banner
Edward Charles Foundation

Web App

Industry

FinTech

Services we provided

- Website Design

- Web development using .Net Core framework

- AWS Cloud Hosting

User Personas

- Non-Profit Administrator

- Philanthropic Donor

- Financial Analyst

The Client

Edward Charles Foundation is a group of small NGOs proficiently managing fiscal sponsors and donor-advised funds through fintech technology. Their commitment extends beyond financial management—they actively educate clients on diverse fund types and handle compliance, fiscal, and fiduciary responsibilities. Emphasizing transparency and expertise, they empower clients to navigate the complexities of philanthropic endeavors confidently. At Edward Charles Foundation, they're not just a financial service but a trusted partner on the journey to positive social impact.

Edward Charles Foundation Highlights

- Comprehensive Fiscal Management

- Transparent Donor-Advised Fund Services

- Advanced Financial Reporting via Xero

- Cutting-edge Two-Factor Authentication

Technologies Used

- Web Framework
.NET Core

- UI Framework
Bootstrap

- Frontend
HTML, jQuery, Bootstrap, CSS

- Backend
.NET Core

- Database
MSSQL

- Design Tool
Figma

- Third-Party Integration
Xero API, Twilio API, and Paynote API

About the Project

Edward Charles Foundation, based in California, USA, is an independently audited, IRS-approved 501(c)(3) tax-exempt organization classified as a public charity. The foundation operates fiscal sponsor and donor-advised funds, handling all compliance, fiscal, and fiduciary obligations. It educates clients on different fund types and manages financial reporting using the Xero API, supported by a robust backend and front-end system.

About the Project

Challenges Solutions

Challenges

  • Ensuring all fiscal sponsor and donor-advised funds compliance requirements were handled efficiently.

  • Generating comprehensive financial reports with accuracy and timeliness for donor transparency.

  • Implementing secure two-factor authentication and tracking payment requests for financial security.

  • Developing a solution to merge various file formats into a single PDF document for streamlined reporting.

Solutions

  • Streamlined and automated the management of compliance for all fund types, reducing manual effort.

  • Integrated the Xero API to automate and accelerate the generation of financial reports, enhancing transparency.

  • Implemented secure login using Twilio SMS, ensuring safe user authentication and data protection.

  • Developed a custom tool to merge different document formats into a single PDF, improving document management efficiency.

User-friendly interface with detailed finances, policies for easy navigation.

Interface

Product Visuals

Detailed Financial Reports

The financial report interface streamlines financial oversight, providing intuitive tools for effective budgeting and resource allocation.

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Web Monitoring Tool

The Result.

  • $82 Million+

    Disbursed and Managed through ECF Fiscal Sponsorship Platform

  • 4x

    Faster Reporting with Xero API

Client Testimonial

“Project-first approach. Excellent results. Premium client satisfaction. “ That's why our Client love working with us.

Tani Stephens Edward Charles Foundation

Operations & Donor/Client Relations, Edward Charles Foundation

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