Division 15 · 6 solutions
Advancement & Endowment Stewardship
Every gift booked, honored and stewarded as the donor intended
Filter by kind
Endowment Reporting & Donor Intent
Every charge checked against the donor's own words, and idle payout put to work.
1-min demoProspect ResearchA cited brief before every visit in minutes, not days, each wealth figure confirmed twice.
1-min demoGift Acceptance & Donor Due DiligenceEvery large gift and naming decided on a cited file, with returnable gifts flagged early.
1-min demoGift Processing & Donor AcknowledgmentGifts booked and receipted within 48 hours, each coded to the fund the donor named.
1-min demoFoundation Grant WritingProposals drafted to each funder's limits and rubric, every figure cited to its source.
1-min demoPlanned Giving AdministrationEvery matured estate gift found, read and booked, in the will's own words.
1-min demoAdvancement & Endowment Stewardship.
Built and live.
Start from one of these solutions, or bring us your own spec.