Reduce your management fees and easily create new endowments.
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.
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.
We are a Registered Investment Advisor for Nonprofits. We offer automated investing, outsourced CIO, and fiduciary services as well as giving tools.