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Product

Endowment software for churches and nonprofits.

Your board sets an allocation policy. Plero applies it to every eligible gift, transfers the amount to your endowment account at Schwab each night, and records every board approval.

Book a session
Or model your numbers →Plero never holds your money. Assets are held in your organization’s name at Charles Schwab & Co., Inc., Member SIPC. Example data shown.
Splitting every gift
Allocation policy · 10%
✓Sunday offeringPlanning Center · $1,200+$120
✓Online giftPushpay · $250+$25
✓Text giftYES 4821 · $50+$5
✓Recurring giftTithe.ly · $500+$50
Set aside tonight$200
Nightly sweep · 11:00 PM
Settlement account$12,400
↓ $0
Endowment · Charles Schwab$486,210In your organization’s name
Set aside · first 6 months · 10% of giving
Contributed so far$0
JanFebMarAprMayJun
Contributions only · no investment returns shown+$5,375 / mo
Governance · Approvals
✓ProposalRaise policy 10% → 14%Filed
✓TreasurerSigned✓
✓Board chairSigned✓
✓Senior pastorSigned✓
Awaiting signatures

How Plero builds your endowment

An allocation policy funds the endowment. Board approvals control any changes to it.

Allocation policy

Your board chooses a percentage of eligible giving, typically 5% to 15%. Plero transfers that amount to your endowment account at Schwab each night.

Allocation policy · LiveTonight’s sweep$1,240.00
10% of eligible giving · swept nightly to Schwab

Board approvals

Any change to the policy is proposed in Plero, signed by each required board member, and kept in a permanent audit record.

Governance · Approvals
Principal, preserved$486,210Signers3 of 4
Raise policy 10% → 14%ProposedAwaiting you
Spending policy 4%SignedRecorded
Founding CharterSignedRecorded

Other ways to contribute

Donors can add to the endowment when they give, and your finance team can make direct contributions, all within your board’s policy.

$120
✓Add to the endowment+$10
Give $130
Endowment add-onsDonors add on top of their gift, never taken out of it.
GIVE 50Reply YES 4821 to give $50 to Grace Cathedral.YES 4821✓ $50 received. Thank you.
Text givingEvery gift is confirmed with a YES code. STOP works instantly.
Contribution$25,000 · one-time
CFO✓ Initiated
Treasurer✓ Signed
Schwab MoneyLinkSettling
ContributionsOne-time or recurring transfers from operating, through Schwab MoneyLink.

Getting started

Plero works with your existing giving platform, so there is nothing to migrate. Setup takes three steps, and our team helps with each one.

Account ownerGrace CathedralEIN 12-3456789
Owner of record✓ Verified
Step 1Confirm the ownerYour organization owns the account, in its own name.
Allocation10%
of eligible giving · 5–15%
Step 2Set the allocationYour board picks a share of eligible giving.
Founding Charter
Treasurer✓ Signed
Board chair✓ Signed
Senior pastorSign now
Step 3Sign the CharterEvery required signer signs. Sweeps begin.
Book a setup session

Two ways money goes into the fund.

Both land in the same fund.
01Automatic splitA share of every eligible gift, often 10%, set aside the moment it lands.
02Endowment add-onGivers add a little on top. Small and steady, it compounds.
03Paid back yearlyA board-approved draw on a trailing average keeps payouts steady.

Ownership, payouts and continuity.

OwnershipYour institution owns itLegally and at all times. Plero only administers.
DistributionsSteady, every yearA board-approved draw that preserves the fund.
ContinuityNo lock-inIf Plero goes away, the fund stays yours.

What Plero manages

Plero is not a giving platform. It manages the allocation policy, the board approvals and the records your endowment needs.

The old way
Campaign→ spent→ start over
The Plero way
Every gift→ 10% kept→ grows

Consistent funding

A capital campaign raises money once. An allocation policy adds to the endowment with every eligible gift, every year.

Questions about your fund

Ask Plero how much was allocated this quarter, when the next distribution is scheduled, or how close you are to your goal.

What did we set aside this quarter?
When is the next payout? →How close are we to our goal? →Who gave with an add-on this month? →
Q3 · Board report
Fund$486,210Payout · 4%$4,862
Shared with the board · 6 members✓ Sent

Board and donor reports

Plero prepares quarterly board reports and annual donor tax statements, and sends them automatically on a set schedule.

Plero is a technology company and does not hold funds. Assets are held in your organization’s name at Charles Schwab & Co., Inc., Member SIPC.Investing involves risk, including loss of principal. Projections are illustrative, not financial advice. Example data shown.
See it with your numbers.We’ll walk your team through the console in an hour.Book a sessionModel your numbers