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Support for philanthropists and their professional teams

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Technology

Our tech platform was built with one thing in mind: more effective philanthropy.

  • MDR Tracking
  • Streamlined Grant Workflows
  • Extensive Reporting
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Expertise

Let us join you on your philanthropic journey with the experience and tools you need to reach your goals.

  • Tax and Legal Specialists
  • Philanthropic Advisory
  • Advanced Grantmaking Support
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Administration

Our tech-enabled solutions make giving – and having a foundation – easier.

  • Grant and Expense Processing
  • Compliance Monitoring
  • Tax Preparation and Filing

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