About us

We provide innovative technology and operations solutions to the Planned Giving community with a passion to enhance philanthropic giving.

Mission

Our mission is to maximize the potential of philanthropic giving by offering market leading technology that manages every aspect of a nonprofit’s operations and helps build valuable relationships with donors.

Vision

We recognize the challenges and pressures of the nonprofit sector and strive to help overcome these obstacles. By identifying opportunities to grow, we direct our customers in the right path to significant charitable giving. 

Values

  • Seamless Processing of all investment related activities
  • General Ledger and Accounting Integration
  • Flexible Reporting Structures 
  • Open Architecture
  • Strong Donor Engagement and Involvement 
  • Expert staff
    • We intend to use our expertise, commitment and dedication to meet and exceed our mission and improve our technology to help you achieve your philanthropic goals.