Support for Philanthropists and their professional teams

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Technology

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

Amplify impact
Address the capabilities, workflows and requirements of charitable vehicles
Improved experience, reduced risk and increased efficiency

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Expertise

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

70 years of combined experience
Support all stages of giving through private foundations,
charitable trusts and donor-advised funds
Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

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Administration

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

Outsourced, configurable charitable administration
We can handle all the administrative details, so funders can enjoy their philanthropy
Modern, frictionless experience