Modern investing and asset giving for nonprofits

Empowering nonprofits to easily raise money, manage their cash, and conservatively invest their funds.

earn up to 5.39%*
on cash reserves
As seen in

Ask for stock, crypto, and DAF gifts from your high capacity donors

Our all inclusive donation page helps you easily ask for and receive donations in the form of cash, stocks, cryptocurrency, DAF grants, and endowments.

Learn more about asset gifting

Create long term sustainability

Hedge against inflation through conservative investment of your reserves and create long term financial strategies to grow your giving.

Learn more about investing

Build endowments and legacy gifts

From endowment creation and policies to expert management, we provide an exceptional legacy giving experience.

Learn more about endowments

Deep nonprofit experience you can trust

From fiduciary services to investment strategies, board policies to major gifts, our team of expert advisors are available whenever you need us.

Learn more about our expert advisors

Ready to learn more?

Thanks for reaching out!
We'll get back to you within 48 hours
Oops! Something went wrong .