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Who We Serve

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2,000+

private foundations

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1,900+

nonprofits

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150+

financial institutions

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12,000+

advisors

Enterprise-Caliber Charitable Giving Solutions

We’ve built a configurable suite of solutions that facilitate all stages of giving backed by technology, administration and expertise for donors, nonprofits, professional advisors, and financial institutions.

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Technology

Amplify Your Impact
Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.

REQUEST DEMO
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Expertise

Your Partner in Giving
With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.

VIEW INSIGHTS
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Administration

Modern Philanthropy Starts Here
We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.

SCHEDULE CALL

By the Numbers

97
client retention
65
years of combined experience
22
in foundation assets
50
grants processed annually
70
planned gifts administered annually

See what our partners in giving have to say.

Resources & Updates

RESOURCE HUB

Browse through our extensive library of educational material.

BLOG

Get expert insights, thought leadership and real foundation stories.

PODCASTS

Listen to innovative strategies and inspiring ideas.

EVENTS & WEBINARS

See our schedule of upcoming webinars and industry events.

In the News