🏛️ Foundations & endowments
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.
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: record outgoing grant commitments alongside incoming gifts using multi-year pledge records — grantee, installments, automatic reminders — managed as commitments, not loose transactions.
Per-fund giving histories, CSV exports, audit-log exports, and country-aware tax receipts — organized 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 tracked as restricted funds with per-fund reporting.
Branded giving pages, employee campaigns, designated workplace giving, receipts and exports for the finance team.
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
US 501(c)(3), Canadian charity receipts, UK Gift Aid receipt flagging, India 80G — receipts carry the right jurisdiction's information automatically, with year-end statements generated per giver.
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 administrative action — captured with who, when, and why in a tamper-evident, hash-chained audit log, integrity-verified every 6 hours. Discovery-ready if a regulator asks.
National parent + regional chapters or fund-sponsored organizations? Verify your domain and mint your own branded platform — each org operates its own platform with its own donor base (Enterprise tier). Network-wide rollup reporting is on the roadmap.