Get a full view of a family’s charitable history and future commitments without pulling sources by hand.
Centralized access to documents, notes and contacts. Now, everyone across the team can work better as a team.
charity: water brought them relief thanks in part to generous donations from major donors.
Do and view it all. One portal, one process. Simplify and automate across every giving initiative.
Track all key dates and other grant details on one central timeline so all key players can get immediate answers to their questions.
With the support of grants and charitable gifts, Teach For America continues to help produce better and more equitable outcomes for children.
Enable your team to see and do more in less time so they’ll have the means and bandwidth to think beyond operational or administrative tasks.
Advisors can manage multiple families in a single view and use cross-client metrics to serve them all better.