We combine community and technology to develop tailored impact portfolios around evidence-based solutions.

Speed & Security

Personalized & Optimized

Community & Technology

Giving today is reactive.
Community needs are dynamic.

With the Right Software, Great Things Can Happen

What are your values, mission, and objectives around giving? What causes should you support? Why? What organizations will you support? What will be the impact of your support? These are just some of the questions that are fundamental to your giving journey, yet there exist few accessible tools to help streamline this process.

We use software to create a personalized giving experience and democratize access to structured giving vehicles while unapologetically keeping the needs of communities top of mind.

Product

What We Offer

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Workflows That Work

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All-In-One Solution

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Comprehensive Customer Support

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Smart Automation Tools

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Built for Creatives, by Creatives

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All-In-One
Toolkit

Integrated
File Sharing

Total Design
Freedom

Trusted Among Industry Leaders

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What Our Clients Say

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Deena Levies,
Mission Bay

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Tom Smithenson, Parkmerced

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Tilly Green,
Hayes Valley

Explore Our Pricing Options

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