Innovative tools that bring the power of planning to philanthropy.

We empower you to confidently plan and manage philanthropy through foundations, charitable trusts, and donor-advised funds.

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A first of its kind.

PhilanthPro is professional financial planning software designed specifically for philanthropy.

A comprehensive suite of tools.

PhilanthPro's tools bring confidence to planning, and make day-to-day management and administration easier.

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Philanthropic Financial Planning

Designed for foundation, charitable trust, and donor-advised fund accounts, the philanthropic financial planning tool generates interactive scenario reports for informed discussion and decision-making.

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Grant Planning

The interactive grant planning tool allows you to plan grants and see the effect in real-time, giving you confidence in making bold commitments.

Screenshot from within the app showcasing the primary dashboard.
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Charitable Relationship Management

The charitable relationship management system captures important details and makes it easier to stay connected with grantees.

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Multi-User Access

Customizable multi-user access allows for participation by family or board members, as well as financial, legal, and tax advisors.

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Governance and

Stay on top of critical records with a portal to organize documents, statements, grant receipts, and more.

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Philanthropic News

Stay informed with curated news about philanthropy.

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Resource Hub

Learn more about philanthropy in the resource hub.

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PhilanthPro for Clients

A suite of tools that bring the power of planning to you.

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PhilanthPro for Advisors

Bring the power of planning to your philanthropic clients.

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