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.

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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

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What 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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