ceven

Daffy

Automates charitable giving by syncing donor fund balances with financial records and routing donations to verified nonprofits based on cause preferences.

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Why use Ceven?

  1. AI native Daffy integration

    • Describe the outcome and Ceven picks the right Daffy calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Daffy data, across all 12 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Daffy access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Daffy, when, and on whose behalf.
    • The agent pauses and asks when Daffy is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Daffy.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Daffy action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Daffy, and when to use it.

Create Gift
Use this when you have the recipient details and amount ready to execute a new charitable gift.
Get Balance
Pull the current authenticated user fund balance to confirm available capital for donations.
Get Contributions
Retrieve the list of contributions made to the user fund, including pagination for full history.
Get Donations
Fetch the full history of donations sent from the user account.
Get Gift by Code
Pull specific details of a single gift using its unique gift code.
Get Gifts
Retrieve a list of all gifts with options to filter or page through the results.
Get Non Profit by EIN
Retrieve detailed information about a specific nonprofit using its nine digit EIN.
Get User Causes
Pull the list of causes associated with a specific user ID to guide giving logic.
Get User Profile
Retrieve the account details and profile information for the authenticated user.
Search Non Profits
Query for nonprofits using a combination of cause ID and text search terms.

10 actions · scroll to see them all

Frequently asked questions

Ceven uses the Get Non Profit by EIN tool to verify the tax status of any organization before a gift is processed. By pulling the official nine digit Employer Identification Number record, the agent confirms the entity is a registered 501c3 or equivalent charitable organization. If a user provides a name that is ambiguous, the agent runs a search and asks for confirmation against the retrieved EIN data to prevent funds from being sent to the wrong entity. This process ensures that every transaction is compliant with tax laws and that the money reaches the intended destination without manual verification of the nonprofit status.
Yes. While Daffy handles the fund, Ceven provides the logic layer for recurrence. You can set up a workflow that triggers the Create Gift action on a specific schedule, such as the first of every month. The agent can be programmed to check the Get Balance tool first to ensure there are sufficient funds before attempting the gift. If the balance is too low, the agent can send you a notification or trigger a contribution to the fund from a linked account. This turns a static fund into a dynamic giving strategy that runs in the background without manual intervention.
When the Search Non Profits tool returns a large list, Ceven applies a filtering layer based on your predefined cause preferences. The agent analyzes the query text and the cause ID to narrow down the most relevant matches. If multiple high confidence matches remain, the agent will present a curated list of the top three options, including their EIN and location, and ask you to select the correct one. This prevents the workflow from guessing and ensures that the gift is routed to the exact local chapter or national organization you intended to support.
Yes. Daffy imposes strict rate limits on their API to prevent fraud and ensure platform stability. If a workflow attempts to create dozens of gifts in a very short window, the API will return a 429 error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will pause and retry the request after a short delay. For users managing massive grant portfolios, we recommend spacing out gift executions over several hours rather than seconds to avoid hitting these limits and ensuring that every transaction is processed successfully by the Daffy backend.
Ceven can aggregate your giving data for tax purposes by pulling records from Get Donations and Get Contributions. The agent compiles these into a structured format, such as a spreadsheet or a summary report, which you can provide to your accountant. It tracks the date, amount, and recipient of every gift sent through the fund. Because Daffy provides the official tax receipt for the contribution into the fund, Ceven focuses on the distribution side, showing you exactly how your tax free growth was deployed across different causes throughout the fiscal year.
No. Ceven never interacts with your bank credentials or your primary funding source. The integration works exclusively with the Daffy API. When you want to add money to your fund, the agent can notify you that the balance is low, but the actual transfer of funds from your bank to Daffy must be initiated within the Daffy app or website for security reasons. Ceven only manages the money once it has already landed in your donor advised fund, handling the distribution and tracking of those assets to various nonprofits.
The agent uses the Get User Causes tool to understand your philanthropic priorities. These causes act as tags that the agent uses to filter search results. For example, if you have Education and Arts listed as causes, and you ask the agent to find a place to donate in New York, it will prioritize nonprofits that match those specific cause IDs. This creates a personalized giving experience where the agent understands your values and only suggests organizations that align with your historical giving patterns and stated preferences.
Ceven supports the authenticated user profile associated with the connected Daffy account. If you manage multiple funds for different family members, you must connect each account separately. The agent maintains a distinct context for each connection, allowing you to specify which fund you are referencing in your prompts. For example, you can tell the agent to pull the balance for the family fund and then create a gift from the personal fund. This separation ensures that funds are not mixed and that the giving history for each account remains distinct.

Alternatives to Daffy

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Charity Navigator logoCharity NavigatorGiving Assistant logoGiving AssistantGivingUSA logoGivingUSA

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