Automates the management of Donor-Advised Funds, Investment Management Accounts and Endowments
Administrative control over changes is easy to manage using our foundation platform, along with portfolio allotments, withdrawal requests and DAF distributions.
Donors can seamlessly select any nonprofit and donate to them directly.
Donors can see multiple investment options in one place and can setup recurring growth payments.
Statements are generated electronically eliminating the need for manual mailings.