Frequently asked questions.

PhilanthPro is for advisors with clients that manage donor-advised funds, foundations, and charitable trusts. PhilanthPro can also help individuals, foundations, and family offices.

Book a demo today to get started.

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

While not required, we recommend PhilanthPro's tools 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.

We do not provide financial or philanthropic advice at PhilanthPro.

PhilanthPro's tools do not suggest grant recipients.