98% Client Retention
20+ Years of Helping Foundations
2,000+ Network of Philanthropic Peers
Nationwide Support
Your Philanthropy. Our World.
You’ve dedicated yourself to helping others. We’ve dedicated ourselves to helping you do it.
Technology
Amplify Your Impact
Our tech platform was built with one thing in mind: more effective philanthropy.
MDR Tracking
Streamlined Grant Workflows
Extensive Reporting
Expertise
Your Partner in Giving
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
Administration
Modern Philanthropy Starts Here
Our tech-enabled solutions make giving – and having a foundation – easier.
Are you an Attorney?
We work with a wide range of law firms, from individual practices to large firms with entire departments devoted to exempt organizations. You’ll sleep better knowing your clients’ foundations are being professionally administered.
Are you a Wealth Advisor?
We help wealth advisors serve their philanthropic clients. You manage the assets; we take care of the rest. Your clients get the full power of a private foundation, with the simplicity of a donor-advised fund.
Delivering Solutions to Donors
Don’t take our word for it. See what our partners in giving have to say.