Support for Philanthropists and their professional teams

Technology

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

Amplify impact with streamlined processing
Built to address the requirements and workflows of charitable vehicles
Modern, frictionless and innovative

Expertise

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

100+ years of combined experience
Support all stages of giving
Tax, regulatory and philanthropic experts

Administration

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

Outsource to reduce risk and increase efficiency
We can handle all the details
Specialized financial and grantmaking services