Guide your Clients to Good

The only AI-powered donor education platform that uses the newest technology to help guide people to give better. Giving Compass is your one-stop shop for philanthropic data and insights to guide your work. We offer a behavioral science approach to making the world a better place through impactful giving.

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Guide your Clients to Good

The only AI-powered donor education platform that uses the newest technology to help guide people to give better. Giving Compass is your one-stop shop for philanthropic data and insights to guide your work. We offer a behavioral science approach to making the world a better place through impactful giving.

Book a Call

Guide & Inspire

20%

Firms using digital tools, workflows, and segmentation strategies spend 20% less time on operations and 10% more on client service annually.

Access innovative technology and data you can use—and trust.

Giving Compass embeds directly in the vetted and compliant technology you are already using to meet you and your team where you are. From AI-powered interactive search to behavioral science and analytic insights, we help you deepen relationships with clients by giving you access to the guidance your clients and users want as they plan their giving.

Access & Inform

31%

Nearly one-third of high-net-worth individuals indicate that they would be more likely to choose an advisor who is knowledgeable about charitable giving.

Access trusted information about causes

Provide curated content and expert guidance, positioning your firm as a trusted source of philanthropic expertise and knowledge. Access the latest topic guides, curated collections and research about important issues.

Discover & Trust

21%

of financial advisors report a direct correlation between offering philanthropic advice and acquiring new business.

Find vetted nonprofits quickly. The due diligence is done for you

Simplify your due diligence process and seamlessly provide clients with personalized insights to direct their giving to NPOs that are aligned with their broad objectives. Our data informs an entire industry. Giving Compass experts find overlooked, underfunded organizations that other directories miss and we rigorously research the nonprofits and issue funds that we elevate.

Define & Achieve

3X

Firms that offer charitable planning had 3x the median organic growth of those that do not offer charitable planning.

Demonstrate your commitment to Philanthropy

Giving Compass will help you guide your clients to meet their goals based on their financial assessment, values alignment, and family involvement. Offer your clients a comprehensive platform to map out their philanthropic journey, fostering deeper engagement and loyalty. Help your clients set clear giving goals and optimize their resources, demonstrating your firm's commitment to strategic philanthropy.

Track & Plan

85%

of high-net-worth households giving an average of $35k to charity in 2022.

Retain your clients through measurable impact

Enable your clients to measure and track their philanthropic impact, showcasing the tangible outcomes of their generosity.

Our Products

Empower clients. Engage advisors. Elevate your own offerings. Giving Compass puts the latest tech, behavioral science, philanthropic insights, and trustworthy data into your team’s hands, making it easier for everyone to make a difference.

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