For private foundations

Stewardship, made modern.

Atrium helps foundations give with purpose. Modern software for grant making, organization vetting, and discovering high-impact partners.

Sandbox Foundation ✈ Traveling in 78 days Avg. Total Assets $15.0M Available for giving YEARS OF GIVING 8 Foundation legacy Total Grants Given $3.4M 120 grants Avg Grants per Org 2.9 Grant frequency Avg Grant Size $28K Per grant average Partner Organizations 42 Active partnerships Yearly Giving Annual grant distributions (2019, 2026) 20192020202120222023202420252026 Allocation Categories Distribution of grants by focus area Faith & Worship16.2% Healthcare11.8% Community Dev8.6% Youth6.9%
trusted to administer
$0.0M
assets managed
0
YEARS OF GIVING
$0.0M
grants given
0
non-profits served
Six modules, one ledger

Everything a foundation does, in one place.

From the first applicant inquiry to the final site visit, the rhythm of stewardship has many parts.

Dashboard

Foundation-level vitals, assets, granting pace, partner organizations, and category allocation, all at a glance.

Grants

Track every grant, pending, approved, ready to pay, declined, with year filters, categories, and AI-assisted document parsing.

Organizations

Partner organizations and ministries, categorized, mapped, and tied to grants and outcomes you've supported over time.

Submissions

A branded application portal with AI document analysis, legacy ratings, data quality scores, and reviewer workflow.

Discover

347+ vetted nonprofits ranked by alignment with your foundation's priorities, keyword search, filters, and recommendations.

Financials

Total assets, liquid reserves, required distribution, and granted YTD, across operating, investment, restricted, and DAF accounts.

Donors

Household-aware records with lifetime giving, YTD totals, last gift, and full type-based segmentation, individual or organization.

Travel

Plan site visits, manage invitations, track travel spend, keep your team's on-the-ground work tied to your portfolio.

Administration

Tenant-isolated by design. Branded invitations, expiring tokens, role-based permissions, quiet, careful access.

The Platform

See it in practice.

Each module is purpose-built, no generic CRM dressed up, no spreadsheet duct-taped together.

No. 01

Discover, aligned with your mission.

347+ vetted nonprofits ranked by relevance to your foundation's giving history and priorities. Recommendations come with outcomes, country, and category, not just names.

  • Smart ranking Organizations are ranked by how closely they match your existing portfolio's focus areas and granting patterns.
  • Portfolio badges See at a glance which orgs are already in your portfolio, which are recommended, and which Legacy Rating they carry.
  • Outcome-first cards "1,247 children tutored in literacy." Concrete outcomes, not generic mission statements, guide your next decision.
app.atrium.foundation / discover
Total Organizations 347 Recommended 1 In Your Portfolio 5 Avg. Rating 103 Discover Find organizations that match your giving ⚙ Preferences ⌕ Search organizations or ask a question... ⇅ Filters Showing 24 of 347 organizations · Ranked by relevance In your portfolio Recommended 112EXEMPLARY Cedar Bridge Literacy Project Education United States
Cedar Bridge Literacy Project strengthens literacy outcomes for underserved children in North Texas through tutoring and family programs.
Outcome: 1,247 Children tutored in literacy In your portfolio 94EXEMPLARY Mountain View Health Coalition Health & Human Services United States
Mountain View Health Coalition advances community health in the Front Range through integrated primary care, behavioral health, and policy advocacy.
Outcome: 22,800 Clinical encounters delivered to under-insured patients In your portfolio Beacon Family Services Family Services United States Compassionate Hope Foundation International Antioch, Tennessee
Compassionate Hope provides homes, education, and holistic care to children and victims of trafficking throughout Southeast Asia.
Alliance Ministries United States United States
Faith-based partner working in community development and discipleship across multiple regions.
AsOne Ministries International United States
Faith-based partner working in community development and discipleship across multiple regions.
Awana Youth United States
Faith-based partner working in community development and discipleship across multiple regions.
Buckner Children & Family Youth Development United States
Faith-based partner working in community development and discipleship across multiple regions.
No. 02

Submissions, read intelligently.

Applicants submit through your branded portal. AI parses their financials and assigns a Legacy Rating, Data Quality score, and Focus Area, so reviewers spend their time deciding, not deciphering.

  • Legacy Rating From Foundational to Exemplary, a composite score derived from financial health, program ratios, and sector norms.
  • Data Quality flag Medium · 70%, Low · 45%, reviewers know at a glance how complete an application's documentation is.
  • Two link types Standard Apply Link for open submissions, Smart Apply Link with pre-filled context for invited applicants.
app.atrium.foundation / applicants
Total Applications 5 Awaiting Review 2 Approved This Year 2 Avg. Response Time 167 days Submissions Review and manage grant submissions Applications (8) Reports (2) Manual (774) ↗ Copy Apply Link OrganizationSubmittedRequestedFocus AreaData QualityLegacy RatingStatus Mountain View Health Coalition May 19, 2026 $250,000 Health & Human Services Medium · 70% 94EXEMPLARY Approved Northshore Community Arts Center May 19, 2026 $125,000 Arts & Culture Medium · 68% 45EXEMPLARY Declined Cedar Bridge Literacy Project May 19, 2026 $75,000 Education Medium · 70% 112EXEMPLARY Approved Harbor of Peace Rescue Mission Apr 2, 2026 $40,000 Submitted Sunrise Literacy Coalition Feb 20, 2026 $15,000 Approved Crossroads Youth Ranch Nov 10, 2025 $20,000 Accepted Elite Sports Academy Sep 5, 2025 $50,000 Declined
No. 03

Grants, tracked from submission to payment.

Every grant, pending, declined, approved, ready to pay, with year filters, categories, and amount sorting. Drop a PDF, DOCX, or CSV and AI auto-categorizes new entries.

  • Status workflow Pending, Approved, Ready to Pay, Declined, each row shows category, amount, date, and edit access in one glance.
  • AI document intake Drop PDF, DOCX, CSV, or TXT files, the system parses them and suggests additions to your grant ledger.
  • Year-by-year filtering Jump across All Years, 2026, 2025, and back, useful for board reviews and historical analysis.
app.atrium.foundation / grants
Total Granted $3,384,000 Organizations 42 Grants Paid 112 In Review 0 Grants Manage and track charitable grants + New Grant All Years 2026202520242023202220212020 Name ↕ Category Amount Date Status Wellspring Recovery Center, 2025 Counseling Healthcare & Wellness $18,000 Pending Elevate Community Sports, 2026 Summer League Youth & Mentorship $5,000 Declined Urban Grace Fellowship, 2025 Community Center Faith & Worship $20,000 Pending Neighborly Aid Society, 2025 Housing Community Development $12,000 Pending Cedar Bridge Literacy Project, Grant Education $75,000 Jun 2026 Approved · Ready Emmanuel Global Partners, 2026 Mission Global Missions $35,000 Jun 2026 Approved · Ready Mountain View Health Coalition, Grant Health & Human Services $250,000 Jun 2026 Approved
No. 04

Organizations, the partners behind every grant.

Every partner organization in one place, categorized, mapped to the grants you've given them, and tied to the outcomes they've delivered. The full picture of who you fund and why.

  • Category & focus area Each org tagged by focus area, Healthcare, Family Services, Education, so you can see your portfolio shape at a glance.
  • Found-by tracking Know how every partnership started, board referral, site visit, application, the institutional memory of your network.
  • Grants & outcomes per org Every org card shows total grants made and outcomes delivered, the relationship history in one view.
app.atrium.foundation / organizations
Total Organizations 42 Total Grants 120 Total Outcomes 2 States 2 Organizations Partner organizations and ministries + Add Organization ⌕ Search organizations... All States ▾All Categories ▾ Anchor Point Counseling ⌑ Healthcare & Wellness Found by: Not set Description not provided. ⊞ 3 grants · 0 outcomes No website Beacon Family Services ⌑ Family Services Found by: Not set Description not provided. ⊞ 7 grants · 1 outcome No website Bridge of Hope Maternity ⌑ Family Services Found by: Not set Description not provided. ⊞ 1 grant · 0 outcomes No website Bright Future Tutoring Center ⌑ Education & Literacy Found by: Not set Description not provided. ⊞ 2 grants · 0 outcomes No website Cedar Bridge Literacy Project ⌑ Education Found by: Not set Description not provided. ⊞ 1 grant · 0 outcomes No website Cedar Valley Health Alliance ⌑ Healthcare & Wellness Found by: Not set Description not provided. ⊞ 2 grants · 0 outcomes No website
No. 05

Financials, account by account.

Operating, investment, restricted, and donor-advised accounts, each tagged liquid, semi-liquid, or illiquid. Required distribution, granted YTD, and shortfall watch, all in one view.

  • Required distribution tracker See your current year required distribution, your YTD granting, and any shortfall from prior-year obligations rolled forward.
  • Liquidity classification Every account flagged Liquid, Semi-Liquid, or Illiquid, so you know what's actually deployable for grants.
  • Monthly snapshot import Drop your custodian's PDF and the system auto-matches balances to your existing accounts.
app.atrium.foundation / financials
Total Assets $15.0M Liquid Assets $715K 2026 Required Distribution $750K Granted YTD $90K Financials Foundation, Accounts, and Operating Expenses Accounts Foundation financial accounts + Add Account 2025 Shortfall $75,000 Rollover from prior year obligations Operating Account LIQUID $375,000 Primary checking for grant disbursements ⏱ May 18, 2026 Investment Fund SEMI-LIQUID $14,190,000 Long-term investment corpus, draw 4% annually ⏱ May 18, 2026 Restricted Fund ILLIQUID $95,000 Designated for disaster relief and healthcare ⏱ May 18, 2026 Donor Advised Fund LIQUID $340,000 DAF at community foundation for tax-efficient giving ⏱ May 18, 2026
No. 06

Travel, tied to portfolio.

Plan site visits, manage invitations, and track travel spend, keep your team's on-the-ground work tied directly to the organizations and grants in your portfolio.

  • Trip planning Site visits tied to the partner organizations they're visiting, Harvest Field Ministries, Faithful Hands Mission, all in context.
  • Countdown awareness "You're traveling in 78 days", the platform surfaces upcoming trips throughout the interface, not just in one place.
  • Spend & receipts Add receipts, categorize expenses, and reconcile travel spend against the foundation's operating budget.
app.atrium.foundation / travel
Upcoming Trips 1 Next Trip Summer 2026 Mission Trip Site Visits 2026 0 Travel Spend 2026 $0 Travel Plan trips, manage invitations, and track travel $ Add Receipt + Plan Trip NEXT ADVENTURE Summer 2026 Mission Trip ⊙ Houston, Texas ▤ Aug 11 to Aug 15 ⌂ Harvest Field Ministries, Faithful Hands Mission 78 days away Upcoming 1 ✉ Invitations 2 Past Trips 2 Planning Site Visit Summer 2026 Mission Trip ⌂ Harvest Field Ministries, Faithful Hands Mission ⊙ Houston, Texas ▤ Aug 11 to Aug 15, 2026 (5d) 77 days away
No. 07

Donors, by household.

A clean ledger of every gift, every donor, every cumulative relationship. Lifetime totals, YTD, last gift, and gift count, sortable on every column, searchable by household member.

  • Individuals & organizations Track Stephen Kingston the same way you track Trinity Methodist Fellowship, typed, with the right context.
  • Search by household member Find any donor by name, email, or anyone in their household, gifts roll up the way you think about them.
  • Lifetime + YTD + recency Three time horizons on every row. Spot rising donors, lapsed donors, and major gifts at a glance.
app.atrium.foundation / donors
Total Received $1,240,565 Best Year 2025 Total Gifts Received 1,000 Donors 75 Donors Manage donors and donation activity + Add Donor ⌕ Search donors by name, email, or household member... All Years 2026202520242023202220212020 Name ↕Type ↕Lifetime ↕YTD ↕Last Gift ↕Gifts ↕ Stephen Kingston stephen.kingston@example.com Individual $193,302 $26,200 Jan 12, 2026 14 Kimberly Drummond kimberly.drummond@example.com Individual $153,400 $28,900 May 4, 2026 11 Trinity Methodist Fellowship admin@trinitymethodist.org Organization $103,335 $5,200 Jan 4, 2026 8 Jessica Bennett jessica.bennett15@example.com Individual $86,200 $30,600 Jan 24, 2026 7 Ryan Underwood ryan.underwood@example.com Individual $69,925 $4,400 May 7, 2026 32 Stonebriar Family Ministries office@stonebriarfm.org Organization $68,493 $5,100 Apr 17, 2026 32 Daniel Kendrick daniel.kendrick@example.com Individual $63,957 $10,600 Apr 12, 2026 29
The Legacy Rating

A single, honest measure of organizational health.

Every organization on Atrium is evaluated across four pillars using verified financial and operational data. Foundations can trust the rating because they can see exactly how it's built.

Example organization

International Justice Mission

Washington, DC · Anti-trafficking
87
Established
High confidence
Tap a pillar to see how it's scored
Pillar one

Programmatic Impact

35% of overall rating

How effectively an organization converts resources into measurable outcomes. We evaluate cost-per-outcome efficiency, the scale at which they operate, and the rigor of how their results are verified.

Cost per outcome
Dollars spent per verified result delivered
40%
Outcome scale
Logarithmic measure of total impact volume
30%
Verification level
Third-party audits, peer review, internal tracking
30%
Data sources
Form 990 program expenses, organization-reported outcome metrics, third-party impact assessments where available.
Pricing

Plans that scale with your giving.

Transparent tiers. No per-seat fees. Annual billing saves 15%.

Starter

For foundations getting started

$49
per month, billed monthly
$588 per year · or save 15% paying annually
Best for
Small or new foundations making fewer than 50 grants per year and tracking under 25 partner organizations.
  • Usage limits
  • Up to 25 organizations
  • Up to 50 grants per year
  • Up to 100 submissions per year
  • Unlimited users
  • Foundation operations
  • Smart Application processing
  • Legacy Ratings on partners
  • Basic Discover access
  • Support
  • Email support
  • Help center & guides
Start free trial

Essentials

For established small foundations

$99
per month, billed monthly
$1,188 per year · or save 15% paying annually
Best for
Foundations making 50–200 grants per year with an active partner portfolio and growing application volume.
  • Usage limits
  • Up to 100 organizations
  • Up to 200 grants per year
  • Up to 400 submissions per year
  • Unlimited users
  • Everything in Starter, plus
  • Multi-stage application review
  • Full Discover access
  • Watch list & invite to apply
  • Outcome tracking
  • Support
  • Priority email support
  • Onboarding session
Start free trial

Enterprise

For large institutional foundations

$999
per month, billed monthly
$11,988 per year · or save 15% paying annually
Best for
High-volume foundations making 1,000+ grants per year, community foundations, and corporate giving programs with complex operations.
  • Usage limits
  • Unlimited organizations
  • Unlimited grants
  • Unlimited submissions
  • Unlimited users
  • Everything in Professional, plus
  • Multi-fund accounting (community foundations)
  • API access
  • SSO & advanced security
  • Custom integrations
  • White-label reporting
  • Support
  • Dedicated success team
  • Implementation assistance included
  • SLA-backed uptime
Start free trial

A foundation's records are the memory of its mission. The software that holds them ought to honor that, with care, with clarity, and with the same discipline you bring to giving itself.

Our operating premise
Request a demo

See it on your foundation's data.

We'll walk through Atrium in 30 minutes, and, if you'd like, set up a private tenant so your team can try it on a real application or two before you decide anything.

30-minute walkthrough, scheduled at your convenience.
No commitment. We'll send a follow-up summary you can share with trustees.
Private tenant available for evaluation, with your data fully isolated.
Tell us about your foundation
We'll be in touch within one business day.
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