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For boards

Your board sets the policy. Plero runs it.

Your board sets the allocation once. Plero routes each gift and keeps the records your board needs.

Grace FellowshipOverviewPolicyContributionsDistributionsReportsSigners
Endowment policyBoard approved · Jan 14
Allocation rate10% of eligible giving
10%
Investment policySEC-registered advisors
Board
Spending ruleDraw on a trailing average
4%
Every $100 giftMinistry $90 · Fund $10

Three decisions your board makes.

01Allocation rateWhat share of each gift builds the fund.
02Investment policySet by your board. Changed only by a vote.
03Spending ruleWhat the fund pays out each year, and for what.
Reporting

Quarterly reports for your board.

Every gift, transfer and balance. One report, exported in a click.

Quarterly report · Q3Export PDF
QuarterAddedPaid outBalance
Q1 2026$9,120$0$362,410
Q2 2026$9,860$0$381,950
Q3 2026$19,234$4,000$412,380

What your finance committee will ask.

Confirm each one in writing.
01OwnershipTitled to your institution. Never on Plero’s balance sheet.
02GovernanceChanges require a board vote, and are recorded.
03CustodyCharles Schwab, Member SIPC. Never commingled.
04InvestmentSEC-registered advisors, reviewed quarterly.
05DistributionsA board-approved draw on a trailing average.
06AccountingA permanent fund in your name. Statements export.
07Audit trailPolicies, votes, signers and transfers, on record.
08FeesDisclosed in writing before you begin.
09ContinuityNo lock-in. If Plero ends, you keep the fund.

How setup works.

Timing depends on your giving stack.
01DiscoveryYour giving, your goals.
02Board policyThe share, the draw, the vote.
03Account openingAt Schwab, in your name.
04Live allocationThe first gift is routed.
Governing documents

Book a session with your board.

We’ll walk your board through the policy.

Book a sessionModel your numbers
Readiness assessment

See where you stand in ten minutes.

Fourteen plain questions about reserves, giving, board policy and plans. Estimates are fine. You get a score out of 100, what a permanent fund could do for you, and a private report to share with your board.

Free. Opens EndowPath, Plero’s readiness tool, in a new tab.
Example resultBuilding readiness68/100
Financial foundation
67
Giving infrastructure
58
Governance
76
Legacy & vision
70
Example organization. Educational, not advice.