Modern investing and asset gifting for nonprofits

We work with nonprofit organizations and their boards to support financial sustainability and grow their giving.

earn up to
4.7%*
on cash reserves

expert investing for the long term

As seen in

Grow your giving from large donors

Our asset gifting page helps you easily ask for and receive larger gifts in the form of stocks, cryptocurrency, DAF grants, and endowments.

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

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

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