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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.
Stay PhilanthPro Informed
