Financial Institutions
Providing Charitable Giving Solutions to Address Key Gaps and Meet Your Firm’s Specific Requirements
Flexible, Comprehensive Charitable Giving Solutions For Financial Institutions
Financial institutions today are looking for turnkey, outsourced solutions that enhance their core capabilities while supporting growth. That’s where Foundation Copilot comes in.
Enterprise-Grade, Technology-Led Solutions
Compliance, security, technology, and expertise are essential factors in your organization’s success. That’s why our charitable giving solutions are designed around these core priorities, with flexible models tailored to support your firm’s specific needs.
Three Models To Support Your Business:
Back Office Support
Through our end-to-end back-office support, your organization gains assistance with administration, transaction processing, and tax filings helping simplify core operations, maintain compliance, and keep processes centralized.
Turnkey Programs
Launch a new philanthropic initiative or transition your existing program to our customizable, white-label platform.
Referral Arrangement
We provide a high-touch service experience with preferred pricing for wealth management and private banking clients an ideal solution for firms working with a vetted group of HNW and UHNW specialists.
Endowment Sub-Accounting
Benefit from precise, efficient multilevel sub-accounting designed for financial institutions. This approach is essential for clients who pool gifts within endowments for investment or combine funds across chapters or affiliates, while still needing detailed tracking of individual gifts or funds for accounting and donor reporting. With our outsourced solution, reporting is handled for you saving time and providing confidence that everything is accurate and easy to understand.
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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.