America’s premier provider of philanthropic technology and managed services

Supporting over $150B in charitable assets

Over $50B sent to charities

Take a look at our quick, 15-minute deep dive into giving strategies with Philanthropy QuickHits sessions packed with actionable takeaways and straight to the point. Click here

Helpful tools

Resources for advisors

Learn more about how giving vehicles like donor-advised funds can help your clients achieve their charitable goals

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Understanding gift types

Learn more about charitable giving options, such as donor-advised funds or charitable trusts.

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Fact and information

Learn about IRS rates and transferring trusts, and get answers to frequently asked questions.

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