Choose your pricing plan
CRUT
0$Charitable Remainder TrustFree Plan- Split Interest Gift
- Receive percentage of return as income from investments
- Open investment platform
CGA
0$Charitable Gift AnnuityFree Plan- Split Interest Gift
- Fixed amount as income from investments
- Open Investment Platform
- 1% Annual Fee
Back Office Admin
0$For the Established NonprofitFree Plan- Complete Tax Returns
- Run administration services
Fiscal Sponsorship
0$The Starter Nonprofit ProgramFree Plan- Establish a you nonprofit trade name
- White labeled statements
- Website and donation page setup
The Advisor Academy
297$Every month- All access to advisor focused courses
- Access to unlisted groups for professional advisors
- Access to the native iOS/Android App
- Exclusive Access To Premium Articles, Videos & Events