Trust & Philanthropic Endowments teams lose time and context when this work depends on inboxes, portal hopping, spreadsheets and individual memory.
The workflow is fragmented across systems and people, creating coordination load, inconsistent handoffs and late exceptions.
The intended improvement
More room for your expertise
Ensures 100% adherence to legal donor intent, eliminates manual charity IRS status checking, and safeguards non-profit tax exemption.
An intended benefit from the solution library. Validate it against your own process before implementation.
What this could look like
These illustrative stages describe a possible setup. They are not active capabilities or confirmed connections to your business.
Gather the request
Gathers grant applications, non-profit IRS 501(c)(3) status verifications, and grantee impact reports.
Prepare the information
Verifies compliance with donor gift agreements, checks anti-money laundering and OFAC sanctions lists, and calculates payout progress toward statutory 5% annual distribution requirements.
Human approval
Human review
Foundation director reviews compiled grantee verification packages and approves disbursement batches.
Approved next action
Issues electronic grant award letters, schedules multi-tranche wire payments, and logs IRS Form 990-PF line items.