Enterprise Solutions
Turnkey outsourced software and services for financial institutions.
Enterprise-Grade, Technology-Driven Charitable Giving Solutions
Compliance, security, technology, and expertise are essential to your organization’s success. That’s why our charitable giving solutions are built around these core principles, offering flexible models tailored to meet the unique needs of financial institutions.
Two Models to Support Your Business
World-Class Technology
As a leading provider of technology-driven charitable giving solutions for financial institutions, our SaaS platform features customizable white-label and branded options that align with your style guides, and both advisor and enterprise-level views.
What it Does
for Private Foundations:
for Donor-Advised Funds:
for Planned Giving:
World-Class Services
As experts in private foundations and planned giving, we provide your firm with high-touch client support the kind you expect from a leader in charitable giving solutions. Tap into our deep expertise and extensive educational resources to empower your staff and strengthen your organization’s success.
for Private Foundations:
for Donor-Advised Funds:
for Planned Giving:
With Foundation Copilot you get:
Leverage our deep knowledge and regulatory experience in private foundations and planned giving to enhance and expand your high-net-worth and institutional offerings.
Our applications are purpose-built to support the workflows, capabilities, and compliance requirements of private foundation, donor-advised fund, and planned gift administration.
Outsourcing charitable administration can lower internal costs and staffing needs while enhancing fiduciary services and the overall client experience.
Built-in platform controls, supported by our team of tax and legal specialists, help minimize risk and ensure donor compliance with IRS regulations.
Enterprise-level application security and internal protocols protect sensitive data and mitigate operational risk.
Ready to get started?
Foundation Copilot empowers individuals and companies to make a lasting impact through philanthropy. Our innovative technology, paired with philanthropic expertise, helps support and strengthen charitable organizations.
© 2026 All Rights Reserved. Foundation Copilot Philanthropic Services Inc. Foundation Copilot is a registered trademark of Foundation Copilot Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Copilot does not provide banking services; such services are provided by (insert bank name here) or another third-party financial institution.