Legal owner
Your institution.
Learn how donations become professionally managed endowments that fund your mission year after year.
Your institution.
Administration only.
Never.
Held at Charles Schwab under your own title, Member SIPC.
SEC-registered advisors invest to the policy your board approves.
Policy, votes, and signers are captured as they happen.
Because the assets are held in your name at the custodian, they remain yours if Plero ever goes away. You can administer or move them independently.
Thirty minutes. We'll trace one gift through every step on your institution's real figures.