Plan and automate the execution, tracking and compliance for any type of charitable gift in a single portal with just one process to learn. Say goodbye to complexity and hello to time saved.
Track key tasks and milestones on a timeline at every stage of the grant lifecycle. Keep donors and the family office team in lockstep with real-time updates before anyone even has to ask for them.
Streamline the management of charitable activity for multiple clients with the advisor view. Support and monitor donations across different families and households while leveraging cross-client metrics to create more effective strategies for all of them.
Easily combine credit card giving within total charitable activity and automatically generate a complete record of donations with supporting documentation. No wrangling receipts at tax time. No deductions are missed.
Sync with QuickBooks or Sage Intacct to provide full visibility into the flow of charitable funds and automatically debit donations. Reduce human error and eliminate the need for double entry. A big win for donors and your office staff.
Easily create a giving plan based on aspirational goals, budgets and required distributions, then track progress in real time. Gain instant visibility into how much you have given, the impact you’re having, and how capacity remains if a new charitable opportunity arises.
Quickly search charities and discover new ones to support using leading charitable databases that are integrated into the platform. Discover the grant recipients you want without all the legwork you don’t.
Provide instant access to relevant documents, notes and key contacts pertaining to charitable activity and gift recipients via the charity view. Centralize all information in just one place and inform better collaboration across the entire team.
Automatically schedule and execute payments, confirm donor approvals and IRS status, and track direct deposits, mailed checks, and acknowledgment letters. Make managing payments faster and easier while removing tax compliance risks.
Gain full visibility into a family’s charitable activity across generations, households, and individuals. Identify intersecting interests and build more impactful strategies to support the whole family’s common causes and individual goals.