Plero gives your board an endowment that’s owned by your institution, held at a regulated custodian, and governed on the record — run for you, decided by you.
Allocation, investment mandate, and distribution rate are approved by your board — and changed only by a vote.
Custody, investment to your policy, distributions, and a permanent audit trail — without adding staff.
A board-approved distribution on a trailing average returns to operations each year — while preserving the fund for the long term.
Plero empowers you to create a new major donor who never leaves.
Titled to your institution. Plero administers it, never owns it, and it never sits on Plero’s balance sheet.
Your board approves the allocation, investment, and spending policies. Changes require a board vote and are recorded.
Held at Charles Schwab & Co., Member SIPC, under your own title — never commingled with other organizations or with Plero.
Managed to your board’s policy by SEC-registered advisors, reviewed on your schedule. Investing involves risk, including possible loss of principal.
A board-approved draw — commonly a percentage of a trailing average — returns to operations on your schedule, while preserving the fund for the long term.
Maintained as a permanent fund in your name; statements are exportable for your books and audit.
Policies, votes, signers, and transfers are captured on a permanent, exportable record.
Administration and investment-management fees are disclosed in writing before you begin — see Form CRS and ADV Part 2A.
Setup depends on your giving stack and processor, confirmed during onboarding. Typical path: discovery → board policy → account opening → live allocation.
No lock-in. Because assets sit in your name at the custodian, if Plero ends you administer or move the fund independently, and records export anytime.
View the board brief · Governing documents: Form CRS · ADV Part 2A · Security & trust