Every team at a community foundation touches nonprofit endowments a little differently. EndowPath gives each of them what they need, from one assessment on your website.
A steady, visible pipeline of nonprofits that could open an agency endowment fund, and a way to reach more of them without adding staff.
Every nonprofit gets useful guidance from the start, even before a meeting. When one asks to talk, you already know their reserves, policies and board readiness.
See which organizations are close to ready, so planned-giving and fund conversations happen at the right time, with the right people in the room.
New agency funds arrive with a board that has talked it through and policies in place, so fewer stall after the agreement is signed.
A clear report on how many nonprofits were reached, how they're doing and which conversations moved forward.
The assessment is open to every nonprofit you serve, not just the ones who already call.
Requests arrive with readiness insights and an owner, so first meetings start further along.
Your brand, your advisors, your data. Plero runs the technology and never markets to your nonprofits.
No. It sits in front of it. EndowPath helps nonprofits understand where they stand and helps your team follow up. Fund agreements, investment and distributions stay with your foundation.
Any nonprofit you serve. Organizations that aren’t ready yet get clear next steps, so they’re better prepared when they come back.
No. It’s designed for the team you have. Setup takes a few steps, and requests go to the advisors you choose.
Tell us a little about your foundation. We'll set up a short demo in your brand and reply within one business day.
We'll email within one business day to find a time. In the meantime, you can take the assessment yourself.