create and manage endowments

True, quasi, micro, and unrestricted - we help advise, create and manage endowments for long term sustainability.

View your entire portfolio at a glance

Our dashboard gives you ultimate transparency into your endowments 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
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