Value proposition

Financial stewardship for growing nonprofits

We partner with nonprofit teams and boards to help them receive donations, manage cash reserves, and conservatively invest all in one easy-to-use place.

As a modern, tech-enabled financial services provider, our team strives to make financial tools accessible and provide guidance through easy, streamlined processes. We protect an organization’s greatest resources (time and money) by growing their giving through technology with a human touch.

nonprofit financial success, nonprofit fundraising, nonprofit cash management, nonprofit stock donations, nonprofit brokerage account, nonprofit endowments, nonprofit DAF, nonprofit financial stewardship, nonprofit growth investing, and nonprofit crypto donations