Invest your capital campaign while you raise

Preserve funds raised in multi-year campaigns against inflation so you can build when you are ready.

View your entire portfolio at a glance

Our dashboard gives you full transparency into your capital campaign at any time.

Talk to an expert.

We are a Registered Investment Advisor for Nonprofits. We offer expert investing, outsourced CIO and fiduciary services as well as gifting tools that amplify giving.

Invest reserve funds
Receive stock and crypto donations
Manage and create endowments
Speak to a Nonprofit Investment AdvisorSubscribe to Newsletter