A platform that takes restricted-fund management seriously. Family foundations, community foundations, donor-advised funds, perpetual endowments — built for orgs where compliance is the work, not the afterthought.
For orgs where compliance is the work
Generic donation platforms treat all gifts as fungible. Foundations can't operate that way. Every dollar lives inside a restricted fund with documented intent — and the platform's data model treats that as a first-class concept, not a workaround.
Fund → program → project → milestone. Donor-advised funds, scholarship funds, named family endowments, capital projects, operating reserves — all distinct, all reported separately, all with their own restrictions.
Every designation carries documented donor intent — what the gift is for, what it isn't for, what happens when the project completes. Audit-ready provenance for every dollar.
Major-gift commitments tracked over years. Annual installments expected; reminders automatic. Lapse detection if a year's installment goes unpaid; reactivation workflow built in.
For grant-makers: track outgoing grants alongside incoming gifts. Grantee organizations, grant agreements, reporting deadlines, payment installments — managed as commitments, not loose transactions.
Form 990-PF, IRS distribution requirements, UK Charity Commission filings — exports formatted for what your auditor and your regulator actually need.
Anonymous gifts. Restricted donor visibility. Per-program access controls. Some donors prefer their giving stay between them and the foundation — the platform respects that at the field level.
Built for
Multi-generation governance, family-member-only donor pools, succession planning. Quiet, private donor relationships managed with care.
Donor-advised funds, geographically targeted grants, scholarship programs, agency funds. Hundreds of restricted funds inside one organization.
University endowments, hospital foundations, museum funds. Perpetual capital with spending policy applied automatically.
Employer matching, corporate giving programs, designated workplace giving. Integration with HR systems possible.
Diocesan trusts, parish endowments, denominational scholarship funds. Sacred-purpose fund tracking with appropriate confidentiality.
Targeted-issue funds (criminal justice reform, environmental conservation, refugee resettlement). Multi-grantee, multi-year, outcome-tracked.
Capabilities
Every gift's tax-deductibility tracked at the fund level. Some gifts are deductible to the full amount; some carry quid-pro-quo value (gala dinners, naming rights). The platform records the breakdown automatically.
Year-over-year comparison, deposit-and-distribution history, balance trends — at the foundation level, the fund level, or the program level.
Every change to a fund, every gift recorded, every distribution made — captured with who, when, and why. Discovery-ready if a regulator asks.
National parent + regional chapter / fund-sponsored organizations? Each operates as its own platform with its own donor base; the parent rolls up aggregate reporting.