Plan and manage your philanthropy with our suite of easy-to-use tools.
PhilanthPro's tools enable you to plan your philanthropy with confidence, and make day-to-day management easier.
Philanthropic Financial Planning
First, you'll engage with your advisor to establish goals such as building up a charitable portfolio, keeping it in perpetuity, or spending it down over time. Next, you'll have access to interactive scenario reports that provide you with important insights. Comparing multiple scenarios allows you to visualize outcomes and make informed decisions. PhilanthPro will then forecast recommended distribution amounts to accomplish your goals, while remaining compliant with distribution requirements.
Grant Planning
Starting with an interactive visual of your optimal grant amounts and your minimum requirements, you'll enter your existing and planned grants. With a clear focus on the future, you can work towards your goals by entering new grants or modifying existing ones. If grants exceed the requirements or recommendations, the effect on the future is displayed in real-time so you can be confident in making bold commitments.
Charitable Relationship Management
Capture important details about your grantees in this system to stay organized and connected. You'll be able to see a list of grants, documents uploaded, contacts, and notes.
Governance and Records
Stay organized with a portal to upload and organize documents, statements, grant receipts, and more. You can also capture meeting minutes and notes that help you stay compliant.
Multi-User Access
Customizable multi-user access allows you to involve family or board members in managing your philanthropy. Inviting your tax and legal advisors makes collaboration and communication easier.
Philanthropic News
Stay informed with curated news about philanthropy.
Resource Hub
Learn more about philanthropy in the resource hub.
"The financial industry is designed to help people accumulate wealth, not give it away, and that's a problem for philanthropic clients and their advisors. PhilanthPro brings the professional planning we're capable of to the world of philanthropy."
Nicholas Palahnuk, CFP
Founder and CEO