Engage your philanthropic clients with our professional tools.
PhilanthPro makes it easy to engage with your philanthropic clients, providing them valuable insights and confidence.
Philanthropic Financial Planning
First, you'll engage with your clients to establish goals such as building up a charitable portfolio, keeping it in perpetuity, or spending it down over time. Next, an easy-to-use interface will guide you through creating a philanthropic financial plan. You'll then have access to interactive scenario reports to communicate recommendations. Comparing multiple scenarios allows clients to visualize outcomes and make informed decisions. PhilanthPro will then forecast recommended distribution amounts to accomplish your clients' goals, while remaining compliant with distribution requirements.
Grant Planning
You'll start with an interactive visual of your clients' optimal grant amounts and minimum requirements. Next, entering existing and planned grants updates the projections in real-time. With a clear focus on the future, you can work with your clients towards their goals by entering new grants or modifying existing ones. If grants exceed the requirements or recommendations, the effect on the future is displayed in real-time so your clients can be confident in making bold commitments.
Administrative Tools
PhilanthPro also includes a suite of tools designed to make day-to-day management and administration of philanthropy easier. Learn more.
"The financial industry is designed to help people accumulate wealth, not give it away, and that's a problem for philanthropic clients and their advisors. PhilanthPro brings the professional planning we're capable of to the world of philanthropy."
Nicholas Palahnuk, CFP
Founder and CEO