Frequently asked questions.

PhilanthPro is for clients with foundations, charitable trusts, and donor-advised funds.

Book a demo or sign up to get started. Advisors can invite clients and begin entering planning data. Clients can invite advisors and begin using PhilanthPro’s full suite of tools.

Advisors can be financial advisors, philanthropic advisors, tax advisors, legal advisors, and bankers.

The financial planning tool is designed to be used collaboratively by clients and advisors. All other tools are for client use.

While not required, we recommend PhilanthPro be used with a qualified advisor.

Clients control access with customizable permissions. Client users can be family or board members. Advisor users can be financial advisors, philanthropic advisors, tax advisors, legal advisors, or bankers.

User limits are determined by your plan level. Advisor users are not counted in plan level limits.

We do not provide financial advice at PhilanthPro.

PhilanthPro's tools do not suggest grant recipients.