A readiness assessment that runs on your foundation's website, plus a workspace where your team handles the requests that come from it. Nonprofits see where they stand. Your advisors get organized, ready-to-talk requests with a brief for each.
We aim to have foundations live within about two weeks. Setup covers your branding, a review of the assessment, inviting your team and choosing who handles new requests.
No. They take the assessment, see their results and get a private link to come back to. There's nothing to sign up for.
Fourteen plain questions about reserves, giving, board policies and long-term plans. It takes about ten minutes.
No. Money questions ask for a range, with a "Not sure" option, so organizations can answer with a reasonable estimate.
You can add your own questions, link local resources and change the wording around the assessment. Scored questions, weights and bands are set by Plero, so results mean the same thing everywhere.
No. Budget and giving only feed the projection. Readiness is about reserves, policies, governance and plans, not size.
You choose. Requests can go to an intake lead who assigns them, rotate between advisors, or all go to one person.
Yes. EndowPath works as an app on the phone's home screen, with notifications for new requests.
Yes, Google and Microsoft. Each advisor connects their own calendar. EndowPath reads when they're free or busy and creates the meetings it books. It doesn't read the details of other events.
Your foundation controls the relationship and the data, as set out in your agreement with Plero. Nonprofits agree to share their answers with you so an advisor can follow up. Plero processes the data to run the service and never markets to them.
No. EndowPath is assessment and workflow technology. It doesn't establish, hold or manage endowment funds, and its results aren't investment, legal or tax advice.
Yes. Admins can export or delete an organization's data from its case page. Every request is logged, and deletion includes backups once they expire.
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.