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create and manage endowments
True, quasi, micro, and unrestricted - we help advise, create and manage endowments for long term sustainability.
We simplified a complicated process
Portfolios made for you
Our experts can guide you through best practices and aim to give you the greatest return possible without the high fees.
View your entire portfolio at a glance
Let donors feel included with Donor View
Donor View shows high value donors the impact of their gift. With just an email address, you can give donors access to view their gift's growth and impact over time.
Donors also have the option to further contribute to the fund or create a new endowment with a gifted endowment.
Our technology saves you money on fees
Too many nonprofits don’t have a clear understanding of their endowment management fees.
Don't pay hefty third party fees that could have gone to your mission, staff, and bottom line. Fees matter.
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.
