Everything you need to give wisely
Track your giving portfolio
See all your donations in one dashboard
Find tax-advantaged lots
Identify the best assets to maximize deductions
See estimated tax savings
Know your impact before you donate
How it works
1
Connect your accounts
Securely link your investment accounts
1
Import your portfolio
Enter your current holdings
2
Get recommendations
See which assets offer the best tax benefits
3
Donate & track
Give confidently and monitor your impact
"Finally, a tool that makes tax-smart giving simple. I saved thousands last year."
"The portfolio view changed how I think about charitable giving completely."
Trusted by early donors