Create meaningful philanthropic impact through organized and intentional giving.

We empower you to confidently plan and manage philanthropy through donor-advised funds, foundations, and charitable trusts.

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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 management and administration easier.

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Philanthropic Planning

Unlock greater impact with streamlined financial planning specifically for philanthropy.

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Grant Planning

Stay on track and organized with a dynamic granting plan.

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Relationship Management

Build deeper relationships with a centralized contact and relationship system.

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Collaboration

Facilitate better communication through multi-user access and collaboration features.

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Organization and Record Keeping

Save time by organizing documents in one secure system.

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Scenario Analysis

Take the guesswork out of complex decisions with scenario analysis capabilities at your fingertips.

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Training and Support 

Elevate your knowledge with personalized onboarding, live support, and easy-to-follow guides.

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PhilanthPro for Individuals

Create meaningful philanthropic impact through organized and intentional giving.

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PhilanthPro for Advisors

Elevate your advisory practice by helping clients create meaningful philanthropic legacies.

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