Atrium, a platform for purposeful giving

Our Platform

Purpose-built, top to bottom.

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

Discover

Find the organizations worth funding.

Discover

Find the organizations worth funding.

Find organizations aligned with your foundation's priorities. Each one is surfaced with outcomes, geography, and a Legacy Score, so you can evaluate fit before reaching out.

Smart ranking Organizations surfaced by fit with your focus areas and giving patterns. Never alphabetical or random.
Legacy Score A single score for impact, financial health, trajectory, and operational maturity, visible up front.
Outcome-first cards "1,247 children tutored in literacy." Real outcomes lead every card, not generic mission statements.

app.atrium.foundation / discover

Submissions

Spend time deciding, not deciphering.

Submissions

Spend time deciding, not deciphering.

Send applications to the organizations you've discovered. Atrium parses every document and assigns a Legacy Score in minutes, so your team opens each submission already organized.

AI Document Parsing Gemini Pro reads every Form 990, audit, and budget, extracting financials and outcomes in minutes.
Legacy Score From Foundational to Exemplary, every submission is scored before a reviewer ever opens the file.
Smart Apply Links Send a personalized link that opens pre-filled with what you already know, saving them time and giving you context.

app.atrium.foundation / applicants

Grants

From approval to payment.

Grants

From approval to payment.

Once you approve a submission, it becomes a tracked grant, followed through every stage with categories, amounts, and dates visible at a glance.

Status workflow Pending, Approved, Ready to Pay, Paid, Declined. Every grant moves through clear stages in one view.
Year-by-year filtering Jump across years instantly to pull a board-ready giving history or analyze a decade of patterns.
AI document intake Drop a PDF, DOCX, or CSV. Atrium parses it and suggests new grant entries automatically.

app.atrium.foundation / grants

Organizations

Every partner, rated and remembered.

Organizations

Every partner, rated and remembered.

Every partner organization in one place. Each carries a Legacy Score, mapped to the grants you've given and the outcomes they've delivered.

Legacy Score Every org's rating updates as new applications and outcomes come in, so you see which partners are thriving, steady, or worth a closer look.
Grants & outcomes per org Every card shows total grants made and outcomes delivered. The full relationship in one view.
Category & focus area Each org tagged by focus area (Healthcare, Family Services, Education), so your portfolio's shape is clear.

app.atrium.foundation / organizations

Financials

Know what you owe, and what you can give.

Financials

Know what you owe, and what you can give.

Account balances stream in daily through a secure, read-only Plaid connection. No manual uploads, no credentials stored.

Required distribution tracker See your current-year requirement, year-to-date granting, and any prior-year shortfall, so you never miss your 5%.
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 Atrium auto-matches balances to your accounts. No manual entry.

app.atrium.foundation / financials

Travel

See the work for yourself.

Travel

See the work for yourself.

Plan site visits, manage invitations, and track travel spend, with every trip tied to the partner organizations and grants in your portfolio. The on-the-ground work of seeing your giving firsthand, organized like everything else.

Trip planning Site visits tied to the partner organizations you're visiting (Harvest Field Ministries, Faithful Hands Mission), so every trip carries its full context.
Countdown awareness "You're traveling in 78 days." Atrium surfaces upcoming trips throughout the interface, so a site visit never sneaks up on you.
Spend & receipts Add receipts, categorize expenses, and reconcile travel spend against the foundation's operating budget, keeping site visits accountable alongside everything else.

app.atrium.foundation / travel

Dashboard

The whole picture, at a glance.

Dashboard

The whole picture, at a glance.

Every number that matters, in one view: total assets, years of giving, grant status, allocation by focus area, and giving trends over time. The health of your entire foundation, the moment you log in.

At-a-glance metrics Total assets available for giving, years of giving, total granted, average grant size, and active partnerships. The vital signs of your foundation, up top.
Giving trends over time Yearly and monthly distribution charts show how your giving has moved across the years, so patterns and shifts are visible instantly.
Allocation & efficiency See how grants break down by focus area, and track foundation efficiency, the share of every dollar that reaches your mission.

app.atrium.foundation / dashboard

Secure Distribution

Your grants, delivered with confidence.

Whether you give from a foundation or a Donor Advised Fund, Atrium connects to best-in-class financial infrastructure so every disbursement is secure, traceable, and logged against your grant record automatically.

Chariot

ACH-funded Deposit Account

Fund your foundation's Chariot Deposit Account via ACH from your bank, then disburse grants electronically without ever leaving Atrium.

1.4M+ eligible nonprofits

Send grants to any eligible domestic nonprofit using just an EIN and an amount. No more chasing down banking details or mailing addresses.

Electronic disbursement

Replace checks and wire instructions with direct electronic delivery. Grants reach recipients in days, not weeks.

Fully traceable by design

Every disbursement is logged against the grant record in Atrium. From approved to delivered, the full audit trail lives in one place.

Bank-level security

256-bit encryption and bank-grade infrastructure protect every transfer. Your foundation's funds move with institutional safeguards.

You stay in control

Everything a foundation runs on, in one place.

Purpose-built, top to bottom.

Find the organizations worth funding.

Find the organizations worth funding.

Spend time deciding, not deciphering.

Spend time deciding, not deciphering.

From approval to payment.

From approval to payment.

Every partner, rated and remembered.

Every partner, rated and remembered.

Know what you owe, and what you can give.

Know what you owe, and what you can give.

See the work for yourself.

See the work for yourself.

The whole picture, at a glance.

The whole picture, at a glance.

Your grants, delivered with confidence.

Plans that scale with your giving.

Steward

Patron

Champion

Benefactor

Legacy

The complete platform
for your impact

Unlimited organizations,
submissions, and users

Free onboarding with
your data and team

First month free
No card required

Enterprise-grade security
and infrastructure

The complete platform
for your impact

Unlimited organizations,
submissions, and users

Free onboarding with
your data and team

First month free
No card required

Enterprise-grade security
and infrastructure

Start giving with discernment.

Everything a foundation runs on, in one place.

Purpose-built, top to bottom.

Find the organizations worth funding.

Find the organizations worth funding.

Your grants, delivered with confidence.

Plans that scale with your giving.

Steward

Patron

Champion

Benefactor

Legacy

The complete platformfor your impact

Unlimited organizations,submissions, and users

Free onboarding withyour data and team

First month freeNo card required

Enterprise-grade securityand infrastructure

Start giving with discernment.

The complete platform
for your impact

Unlimited organizations,
submissions, and users

Free onboarding with
your data and team

First month free
No card required

Enterprise-grade security
and infrastructure