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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.
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.
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.
Charitable Relationship Management
The charitable relationship management system captures important details and makes it easier to stay connected with grantees.
Multi-User Access
Customizable multi-user access allows for participation by family or board members, as well as financial, legal, and tax advisors.
Governance and
Records
Stay on top of critical records with a portal to organize documents, statements, grant receipts, and more.
Philanthropic News
Stay informed with curated news about philanthropy.
Resource Hub
Learn more about philanthropy in the resource hub.
Stay PhilanthPro Informed
