See what changed +
Start With Understanding
The company already had the most valuable ingredient: people who deeply understood philanthropy. They
understood donor-advised funds. They understood their clients. They understood the business logic behind the
data.
Our job was to make that understanding usable.
We began with a standardized package of 13 reports the company could offer its clients. The reports didn't
simply present data. They embedded the business logic behind it, giving clients a clearer way to understand
their own information.
And people wanted more.
Let the Capability Grow With the Business
Standard reporting evolved into custom reporting. Custom reporting evolved into secure analytics embedded
directly into the company's platform.
Analytics was no longer something sitting beside the product.
Understanding became part of the product.
Clients could interact with meaningful information without needing to understand the complicated logic behind
it.
As the business grew, the analytics capability grew with it.
Then Give People the Ability to Explore
Eventually, predetermined reports weren't enough. People had new questions. So we opened the next layer.
Users gained self-service access to curated Power BI semantic models, allowing them to explore trusted
information without having to recreate the business logic behind it.
The guardrails remained. The definitions remained. The understanding was shared.
But the questions no longer had to be predetermined. People could explore for themselves.
Keep Understanding Close to the People Who Have It
As the organization continued to scale, its data architecture needed to evolve too.
GFA helped move the analytics environment away from PostgreSQL views and BigQuery data dumps and into Microsoft
Fabric.
The reporting layer became part of the Fabric environment. Logic could be changed closer to where analytics work
happened, while GFA maintained the notebooks supporting it.
That meant less dependence on developers removed from the day-to-day meaning of the data—and closer
collaboration with analysts who deeply understood the industry.
Because knowing how to write code isn't the same as knowing what the data means. And meaning
matters.
What Changed
What started as a request for better reporting became a capability that grew alongside the company. Give
Interactive publicly reported $8 billion live or in implementation in 2024. By 2025, that number had grown to
more than $40 billion.
Today, the platform powers philanthropic organizations across more than $40 billion in charitable assets. Its
own product experience now emphasizes real-time data, customizable dashboards,
reporting, and strategic insights—the evolution of the same fundamental need that started our relationship years
ago:
Help people understand what their data is telling them.
One report became a product. The product became an embedded capability. The capability became self-service. And
the architecture evolved to support what came next.
We didn't build reporting around the technology they had. We built an analytics capability around the
business they were becoming.
ENABLED BY
Microsoft Fabric · Power BI · Embedded Analytics · Semantic Models · Notebooks
· PostgreSQL · BigQuery