Charitable planning that keeps assets on your platform.

Give clients a modern giving vehicle without losing the relationship — or the AUM.

Multi-client console

One login to open accounts, review balances, and approve grant recommendations across your entire book.

Charitable assets stay invested in models you manage, with no platform management fee and no custody disruption.

Accept publicly traded stock, mutual funds, and major cryptocurrencies — liquidated tax-free inside the fund.

Add successor advisors, set grant schedules, and involve the next generation in giving decisions.

Charity verification, international diligence, and IRS reporting are managed by our sponsoring charity.

See the advisor console, transparency details, and onboarding flow for your firm.