Choose your pricing plan

  • CRUT

    $0
     
    Charitable Remainder Trust
    Free Plan
    • Split Interest Gift
    • Receive percentage of return as income from investments
    • Open investment platform

  • CGA

    $0
     
    Charitable Gift Annuity
    Free Plan
    • Split Interest Gift
    • Fixed amount as income from investments
    • Open Investment Platform
    • 1% Annual Fee

  • Back Office Admin

    $0
     
    For the Established Nonprofit
    Free Plan
    • Complete Tax Returns
    • Run administration services

  • Fiscal Sponsorship

    $0
     
    The Starter Nonprofit Program
    Free 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