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Build sustainability with endowments
Reduce your management fees and easily create new endowments.
We simplified a complicated process
1. Create an account in minutes.
2. Select a curated portfolio.
3. Choose your annual disbursement.
4. Let us handle the rest.
Portfolios made for you
Our curated portfolios are made for nonprofits and offer diversified low-cost index funds designed to weather the market and grow your giving.
We automate best practices and aim to give you the greatest return possible without the high fees.
We automate best practices and aim to give you the greatest return possible without the high fees.
View your entire portfolio at a glance
Our dashboard gives you ultimate transparency into your endowments at any time
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 banking and investment fees.
Don't pay hefty third party fees that could have gone to your mission, staff, and bottom line. Fees matter.
Start investing today.
We are a Registered Investment Advisor for Nonprofits. We offer automated investing, outsourced CIO, and fiduciary services as well as giving tools.
Invest reserve funds
Receive stock and crypto donations
Manage and create endowments
