For community foundations

Turn interest into
lasting relationships

Meet the nonprofits who could become your next fund partners, earlier and with the team you already have. A readiness assessment on your website gives every nonprofit a clear place to start, and gives your advisors everything they need to follow up.

Book a demoSee how it works

Requests

Mine · Everyone
New 4In review 1Waiting 1Scheduled 2
Brightmoor Reading Corps68Reply due todayMB
Eastside Youth Robotics81Reply due tomorrowDW
Woodbridge Little Theater88Scheduled · Tue 10amJL
Southwest Detroit Kids Kitchen47In reviewMB
Delray Arts Club63Follow-upDW
How it works

Everything between the first click
and the first meeting

One place for the whole journey, so nothing depends on someone remembering to follow up.

01AssessNonprofits take a short assessment on your site and get a clear result.
02PrioritizeRequests arrive with readiness insights, an advisor assigned and a reply target.
03PrepareA one-page brief built from their answers, before every call.
04Follow throughBooking, notes, tasks and shared next steps in one place.
For nonprofits

A clear result in about ten minutes

Plain questions about reserves, giving, board policies and plans. Money questions allow estimates, so nobody has to look up exact figures.

  • A readiness band and the reasons behind it
  • A projection of what a permanent fund could do
  • A private report to share with their board
Your readiness
Building Readiness
68 out of 100
Financial Foundation67
Giving Infrastructure58
Governance Readiness76
Legacy & Vision70
If you set aside 10% of eligible giving
$412KFund in 10 years
$16KYearly payout
0.6 moOf operating costs
Projection, not advice. Example organization.
Your next steps
  1. Write a reserve policy your board can adopt
  2. Track unrestricted gifts separately
  3. Put an endowment on the next board agenda
The same answers become the advisor's brief
Then, for advisors

Walk into every call already prepared

Each request comes with a one-page brief built from the organization's own answers, with questions worth asking.

  • Strongest and weakest areas at a glance
  • Suggested questions for the conversation
  • Booking links tied to your calendar
Brightmoor Reading Corps68
GoalStart an endowment
MeetingTue, 10:00
AdvisorMarcus Bell
What would need to be true for your board to vote on a fund this year?
Which gifts would your board count as eligible for a permanent fund?
Who reviews the finances today, and how often?
For leadership

See what's working, and show your board

Reports track the measures that matter: who takes the assessment, who asks for help, how fast they hear back, and what happens next.

70%Finished the assessment
22%Asked to talk
5.2hMedian time to first reply
64%Meetings that happened
78%With a written next step
148Started this month
Example figures
Your brand

Your name on it.
Our technology behind it.

Nonprofits see your foundation, your colors and your wording. EndowPath works in the background, with a small "Powered by" in the footer.

  • Logo, colors and headline styleSettings
  • Your own web address and embed codePublic page
  • Your minimum fund size and local resourcesAssessment
  • Your privacy policy and consent wordingPrivacy
You getEvery answer, result and request, in your workspace
They agree toShare answers with you so an advisor can follow up
Plero neverMarkets to your nonprofits or uses their data for sales
NNorthside Community Foundation
Endowment readiness

Is your organization ready for a permanent fund?

Fourteen questions, about ten minutes. You'll see where you stand and what to do next.

Start the assessment
Powered by EndowPath
Built to be trusted

Results that mean
the same thing everywhere

One method, reviewed by PleroEvery standard assessment is scored the same way, so a result in Detroit means what it means in Denver. Size never changes readiness.
Consent you can stand behindNonprofits agree to share their answers with your foundation so an advisor can follow up. Asking to talk is their choice, and other emails are a separate, optional yes.
Your relationships stay yoursYou own the relationship and Plero runs the technology. EndowPath doesn't hold or manage funds.
Start with a pilot

Twelve weeks to see
what it can do

A paid pilot with setup support. We agree the measures with you before launch, run about eight weeks live, then review the results together.

Book a demoTake the assessment
Weeks 1–2Set upYour brand, the assessment and your team.
Weeks 3–10LiveShare it and handle real requests.
Weeks 11–12ReviewCheck results against the measures we agreed.