PhilanthPro was developed specifically for financial advisors and clients with foundations, donor-advised funds, and charitable trusts. The innovative software allows advisors to engage with their clients to create goals-based financial plans for philanthropy. Taking key inputs, the software generates interactive scenario reports for informed discussion and decision-making. PhilanthPro also allows users to plan grant commitments using an interactive grant planning tool. In addition, PhilanthPro offers a suite of tools to make day-to-day management and administration easier.

PhilanthPro Solutions

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