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A first of its kind.
PhilanthPro is professional financial planning software designed specifically for philanthropy.
A comprehensive suite of tools.
PhilanthPro's tools bring confidence to planning, and make day-to-day management and administration easier.
Philanthropic Financial Planning
Designed for foundation, charitable trust, and donor-advised fund accounts, the philanthropic financial planning tool generates interactive scenario reports for informed discussion and decision-making.
Grant Planning
The interactive grant planning tool allows you to plan grants and see the effect in real-time, giving you confidence in making bold commitments.
Charitable Relationship Management
The charitable relationship management system captures important details and makes it easier to stay connected with grantees.
Multi-User Access
Customizable multi-user access allows for participation by family or board members, as well as financial, legal, and tax advisors.
Governance and
Records
Stay on top of critical records with a portal to organize documents, statements, grant receipts, and more.
Philanthropic News
Stay informed with curated news about philanthropy.
Resource Hub
Learn more about philanthropy in the resource hub.