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Who is PhilanthPro for?
PhilanthPro is for advisors with clients that manage donor-advised funds, foundations, and charitable trusts.
How do I get started?
Book a demo today to get started.
What types of advisors use PhilanthPro?
Advisors can be financial advisors, philanthropic advisors, tax advisors, legal advisors, and bankers.
Is an advisor required to use PhilanthPro?
PhilanthPro's tools are available to advisors for use with clients.
Who can be invited with multi-user access?
Advisor users can be financial advisors, philanthropic advisors, tax advisors, legal advisors, or bankers.
How many users can be added?
Unlimited collaborators can be added to a client account.
Do you have advisors at PhilanthPro?
We do not provide financial or philanthropic advice at PhilanthPro.
Does PhilanthPro help find grant recipients?
PhilanthPro's tools do not suggest grant recipients.
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