Endowment expertise and legacy giving

From endowment creation and policies to expert management, we provide an exceptional legacy giving experience for both you and your donors.

View all endowments at a glance

From named legacy gifts to organizational endowments, our dashboard manages them all in one place.

Speak with an expert

We are a Registered Investment Advisor for Nonprofits. We offer nonprofit expertise, fiduciary services, and award-winning technology to grow your giving.
Reserve cash management
Streamlined cash, stock, crypto, and DAF donations
Manage and create endowments
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