Daffy is a modern giving platform that allows users to programmatically create and manage donations to U.S. charities. By integrating with Relevance AI, users can leverage advanced AI capabilities to streamline their charitable giving and maximize impact.
Daffy empowers users to manage donations effortlessly while providing features like tax-free growth. Relevance AI amplifies this by enabling AI Agents to optimize donation strategies and automate decision-making processes.
Intelligent Giving Orchestration
The AI agent optimizes donation strategies across multiple causes and asset types for maximum philanthropic impact
Real-Time Tax Optimization
Continuously analyzes and adjusts giving patterns to maximize tax benefits while maintaining compliance
Multi-Asset Donation Mastery
Seamlessly handles complex transactions across various asset types including cash, stocks, and cryptocurrency
Relevance AI seamlessly integrates with Daffy to enhance your charitable giving workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Daffy account
- A Relevance AI account with access to the workspace you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Daffy and Relevance AI integration streamlines automated charitable giving workflows through a secure API interface, allowing developers to manage donations to U.S. charities programmatically. This integration leverages Daffy's modern giving platform features, including tax-free growth and support for various asset types such as cash, stocks/ETFs, and crypto.
Utilizing OAuth authentication, the integration ensures that only authorized workflows can access your Daffy account. Relevance AI manages API operations (like creating donations and making generic API calls) seamlessly, so you don’t have to worry about errors, formatting, or limits.
Built-in validation checks and type conversion guarantee that your donation requests are correctly formatted, even when dealing with different data types. This ensures a smooth experience when creating and managing donations.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Daffy + Relevance AI integration without writing code:
- Start with a clear donation structure: Use consistent naming conventions for causes and ensure all required fields are included in your donation requests.
- Utilize the API documentation: Familiarize yourself with the Daffy API documentation to understand available endpoints and data formats.
- Connect securely: Ensure you use the correct OAuth credentials and permissions to access the Daffy API.
- Test your API calls: Use a sandbox environment to validate your donation requests before deploying them in a live setting.
- Monitor API usage: Keep an eye on your API call limits and implement throttling to avoid hitting rate limits.
