Create meaningful philanthropic impact through organized and intentional giving.

Philanthropic Planning

First, you'll establish goals such as building up a charitable portfolio, keeping it in perpetuity, or spending it down over time. Next, you'll have access to interactive scenario reports that provide you with important insights. Comparing multiple scenarios allows you to visualize outcomes and make informed decisions. PhilanthPro will then forecast recommended distribution amounts to accomplish your goals, while remaining compliant with distribution requirements.

Grant Planning

Starting with an interactive visual of your optimal grant amounts and your minimum requirements, PhilanthPro displays your existing and planned grants. With a clear focus on the future, you can work towards your 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 you can be confident in making bold commitments.

Relationship Management

Capture important details about your grantees in this system to stay organized and connected. You'll be able to see a list of grants, documents uploaded, contacts, and notes.

Organization and Record Keeping

Stay organized with a portal that reflects your documents, statements, grant receipts, and more. You can also capture meeting minutes and notes that help you stay compliant.

Collaboration

Customizable multi-user access allows you to involve family or board members in managing your philanthropy. Inviting your professional advisors makes collaboration and communication easier.

Data Integration

Reduce administrative costs with a range of data integration and support options.

Training and Support 

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