Frequently asked questions.

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

Book a demo today to get started.

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

PhilanthPro's tools are available to advisors for use with clients.

Advisor users can be financial advisors, philanthropic advisors, tax advisors, legal advisors, or bankers.

Unlimited collaborators can be added to a client account.

We do not provide financial or philanthropic advice at PhilanthPro.

PhilanthPro's tools do not suggest grant recipients.