Deliver enhanced philanthropic support to your HNW, family office and private foundation clients with the adoption of Crown's outsourced DonorFirst technology and administrative services. The state-of-the-art Web application provides shareholders/clients/donors with advanced support for multi-generational family philanthropy, and helps attract and retain assets within banks, brokerage firms, and investment companies.
The unique open-architecture administrative capabilities support both pooled fund applications as well as seperately managed accounts for private clients. Client firms have the ability to leverage the Crown platform to support existing foundation and endowment relationships, while retaining the investment management and helping nonprofit clients to differentiate their development efforts.
For additional information or to schedule a demo, contact:
William H. Hewitt, Chief Marketing Officer
Crown Philanthropic Solutions,LLC