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We are a Registered Investment Advisor for nonprofits. We offer fiduciary services, and award-winning technology to grow your giving and help fund your mission.
Reserve cash management
Streamlined cash, stock, crypto, and DAF donations
Manage and create endowments
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As of today, we exclusively serve U.S.-based 501(c) nonprofit organizations. We cannot partner with global NGOs unless they are registered in the U.S. and submit an annual IRS form 990.