A Year of Milestones
Summary
In addition to Joe, we are fortunate to have world-class board members in Pam Norley, the former president of Fidelity Charitable; Chip Roame, managing partner of Tiburon Strategic Advisors; and Mark Casady, the founder of Vestigo Ventures and the former CEO of LPL Financial. As one of our key differentiators, we’ve continued to invest in the stability and security of our cloud-based platforms while adding features and functionality for our current users and new markets. Enterprise Solutions Banks, brokerages, trust companies and asset managers provide a critical suite of services to philanthropists and nonprofits – and our charitable giving capabilities are a natural complement to the core infrastructure that exists at those firms, enabling them to strengthen their compliance oversight of charitable giving and tax-exempt business, offer more targeted and streamlined service to foundations, endowments and high-net-worth clients, and increase customer stickiness. As wealth transfer dynamics accelerate and rising generations inherit the capital to effect social change in the ways that are important to them, we are equipping advisory professionals and financial institutions with the tools and insights to capture and deepen those relationships. The past 12 months have been filled with key strategic milestones for our business and, with the support of GTCR, we’re well-positioned to break new ground in the year ahead!
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