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BOARD OF DIRECTORS
Leadership Team
Joseph Mrak III
Chief Executive Officer
Warren Bailey
Chief Information Security Officer
Charles R. Casey
President of Premier Foundation Services
Louis D'Addario
Chief Revenue Officer
Ashby Foltz
Sr. Vice President of Product
Hannah Shaw Grove
Chief Marketing Officer
Erin Harrigan
Chief Financial Officer
Jeffrey D. Haskell
Chief Legal Officer
Gillian Howell
National Philanthropy Executive
Stephen Kump
President of DAFs
Pascal Vincent
Christina Owczarski
Sr. Vice President of People & Talent
Gary Pforzheimer
President, Planned Giving
Pascal Vincent
Estee Shor
Chief Operating Officer
Pascal Vincent
Chief Technology Officer
Elizabeth Wong
Head of Philanthropic Advisory Services
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TECHNOLOGY
Foundation Platform
Industry-leading software for managing all foundation activities
DAF Platform
White-labeled donor-advised fund programs for wealth managers and nonprofits
DAF OS
Configurable philanthropic fund administration for DAF sponsoring organizations
Enterprise Console
Unified administration, reporting and SSO for financial institutions
PROFESSIONAL SERVICES
Private Foundations
A full suite of foundation creation and management services
Endowment Sub-Accounting
Efficient, accurate, multilevel sub-accounting for nonprofits
Donor-Advised Funds
Modern, scalable DAF solutions for every donor and community
Planned Giving
Solutions for gift administration, compliance, consulting and marketing
Philanthropic Advisory
In-house team of specialists with deep domain and regulatory experience
Website Services
Cost-effective, customized websites created by philanthropic experts
Fiscal Sponsorship
Pre-approved grant program for fundraising and grantmaking
BY ROLE
Donors
Modern tools for impactful giving
Nonprofits
Specialized expertise for large legacy gifts
Financial Institutions
Enterprise-grade charitable giving solutions
Partnerships
Long-term, strategic philanthropic support
ADVISORS
Wealth Advisors
Attorneys
Accountants
Family Offices
ABOUT US
Company
25 years of creating a better world through philanthropy
Team
Meet our senior executives and thought leaders
Newsroom
The latest media coverage and announcements
Careers
Join our mission-driven team
RESOURCES
Resource Hub
Explore a vault of philanthropic best practices, research and trends
Blog
Get new insights on giving for donors and advisors
Events
Join us at webinars, live events and industry conferences
Kits
Take a deep-dive with our curated, thematic resources
Client Stories
Discover the stories of our clients who make an impact
Podcasts
Listen to conversations with industry and sector leaders
GrantSafe
®
Check the tax-exempt status of a charity before you give
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