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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 333 Bay St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.philanthpro.com
- Keywords
- Philanthropy, Financial Planning, Grant Planning, Advisors, Charitable Funds, Banking, Foundations, Donor Advised Funds.
- HQ
- Toronto, Ontario
Philanthpro Solutions Questions
Philanthpro Solutions's website is http://www.philanthpro.com
Philanthpro Solutions's LinkedIn profile is https://www.linkedin.com/company/philanthpro
Philanthpro Solutions has
7 employees.
View email and phone details for 7
employees at Philanthpro Solutions.
Philanthpro Solutions's industry is
Financial Services
Philanthpro Solutions's top competitors are
Daf Giving Summit,
Libretto,
Emergent Philanthropy,
Forward Global,
Capshift,
Charityvest,
National Philanthropic Trust,
Giveteam,
P150,
Creator Wealth Tools.
Philanthpro Solutions's categories are Financial Services
Philanthpro Solutions's founding year is 2023
