A better giving experience for your clients
Causebase gives each client a shortlist matched to their brief, from every registered charity, with named funders’ research behind it. You stay their adviser.
A client’s shortlist
An example, with the reasons shown
Reily Foundation
Works with parents navigating child protection to bring their children home.
10x10 Philanthropy
A researched shortlist for every client, in minutes
A give list for every client
A client describes the change they want to see; Causebase returns a shortlist, each organisation with the reason it fits and what named foundations say about it.
The research shown, the judgment theirs
Nothing is scored or ranked. Your client reads the range and decides, with you.
Portfolio management, next
Follow what each client backs and hear when those organisations publish a report.
Your client relationship stays with you
Causebase never contacts your client. Follow-ups run through you.
No house view. 10x10’s own research sits under the same terms as every other foundation’s, in date order.
Questions advisers ask
- What does it cost?
- Founding partners set the price. A seat covers every client-facing adviser, with access for the clients you bring in.
- Can it carry our firm’s branding?
- Co-branded during the pilot. Single sign-on and a data feed are scoped after it.
Give your clients the wider view
Talk to us about your team, or look at an example first.