Donations in, grants and sponsorships out, filings on time. TrustEase gives private and family foundations one system for the money, the mission, and the compliance.
Purpose-built capabilities — not a generic tool bent out of shape.
Record every contribution with donor, date, and designation — and see giving activity roll up in real time.
Track sponsorships and grants from commitment through payment, with supporting documents attached.
Annual filings and state renewals live on the foundation's calendar with reminders, so deadlines never surprise you.
Financial position, activity, and giving reports for any period — formatted for board meetings and auditors.
The foundation's bank and investment accounts sync automatically, keeping balances and activity current.
Officers, staff, and advisors each get scoped access, and every action is logged.
A 30-minute walkthrough with a specialist — or create a free account and explore at your own pace.
Answers for foundations & giving teams evaluating TrustEase.
It centralizes a foundation's operations: tracking donations and grants, managing bank and investment accounts, keeping filing deadlines, and producing the financial and activity reports the board and regulators expect.
TrustEase keeps the underlying records — contributions, grants, expenses, and investment activity — organized and reportable, and tracks your filing deadlines with reminders, so your preparer has everything needed for the 990-PF.
Yes — that's the point. Foundations, trusts, and family office entities run side by side on one platform with consolidated oversight.
30-min personalized walkthrough with our trust specialists
Pick any time that suits you on our live calendar — you'll get an instant confirmation with the meeting link.
Choose a time on Calendly →Opens in a new tab · powered by Calendly