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See for yourself how our tools can bring the power of planning to you.

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Plan philanthropy without the spreadsheets.

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 day-to-day management and administration easier.

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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.

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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.

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Charitable Relationship Management

Capture important details in a relationship management system specifically designed for philanthropy.

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Multi-User Access

Invite participation by family members, board members, and professional advisors with customizable multi-user access.

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Governance and
Records

Stay on top of critical records with a portal to organize documents, statements, grant receipts, and more.

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Philanthropic News

Stay informed with curated news about philanthropy.

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Resource Hub

Learn more about philanthropy in the resource hub.

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PhilanthPro for Individuals

A suite of tools that bring the power of planning to you.

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PhilanthPro for Advisors

Bring the power of planning to your philanthropic clients.

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