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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
Generate interactive scenario reports for informed discussion and decision-making with a financial planning tool designed for donor-advised funds, foundations, and charitable trusts.
Grant Planning
Plan grants and see the effect in real-time with an interactive and adaptive grant planning tool, giving you confidence in making bold commitments.
Charitable Relationship Management
Capture important details in a relationship management system specifically designed for philanthropy.
Multi-User Access
Invite participation by family members, board members, and professional advisors with customizable multi-user access.
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.