Giving Place, Inc.
Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving. Giving Place removes the burdens of administering charitable gifts.
What sets Giving Place apart?
"We built Giving Place to help you and your family office make charitable planning, execution and management a friction-free and impact-centered part of your overall wealth and family engagement plans."
Paul Lussow
Product
Get an overview of what Giving Place, Inc. does.
Main Tasks
- Compliance
- Technology provider
- Risk Management
- Consolidated Reporting
- Data Aggregation
- Digital Due Diligence
- Governance
- Impact & ESG
- CRM
Top features
- Custom Reports
- Transparency
- Visionary Purpose
- Payments
- Advisor Portal
- Tax Compliance & Audit Support
Assets supported
- Cash and equivalent
- Any charitable structure beyond cash
Whitelabel
No
Type Of Software
SaaS
Ecosystem
Linux
Integrations
- QuickBooks
- Sage Intacct
Mobile App
- No
Type of data
Transaction level
Accuracy
All giving data runs through Giving Place or is tracked and reported through our software. In the U.S., any charitable activity is linked and cleansed through an authoritative third-party database.
Regulated
No
Audited
Yes
Audited by
RSM US
Cost structure
$15,000 – $25,000 per household, driven by complexity (i.e., typically the volume of giving).
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
11-50
Founded
2020
Ownership
- Key staff also have ownership
- Owned by management
Incorporated
United States of America
Locations
Boulder, Colorado (USA)
Top markets
- United States of America
- United Kingdom
Total AUM
~$450 million AUA (assets under administration)
Giving in 2022
~ $36 million
Total giving
~ $185 million
Focus
Multi-family offices
Secondary focus
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Foundations
Upon request
Request ReferencesWhat do clients say about Giving Space?
“With Giving Place, we were way ahead of schedule vs. prior year giving and the platform and reports create a much more useful reference for future decisions.” - Family Office Operations Professional
Can be disclosed upon request
Support & Services
Learn what support and services you can expect
Customisation
Configuration and personalization
Support options
General contact mail or phone
Pricing of support
Free support
Onboarding
Less than 1-2 weeks, usually a few days
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In the media
