Imagine if you could…
Discover and Assess
nonprofits aligned with each donor’s unique values
Curate and share
personalized recommendations
Summarize and celebrate
your team’s impact and donor trends
…at the click of a button
Imagine if you could…
Discover and Assess
nonprofits aligned with each donor’s unique values
Curate and share
personalized recommendations
Summarize and celebrate
your team’s impact and donor trends
…at the click of a button
Introducing annotate
Simple guided discovery
Find what your clients care about—by issue, size, geography, or funding type—with intuitive filters.
Reliable data you can trust
Access 1.5M+ organizations with up‑to‑date financials, leadership, and impact outcomes in one place.
Client‑ready profiles, instantly
Generate polished, insight‑rich summaries in seconds. No more copy‑and‑paste or formatting marathons.
Conversational search to dive deeper
Answer donor questions in seconds with AI built for philanthropy,trained to understand context and nuance.
Here’s what advisors are saying
Philanthropy Advisor
Private Bank
Senior Philanthropy Executive
Private bank
Philanthropy Advisor
Wealth Management Firm
Our commitment to the advisors
We build with you.
annotate is built in partnership with a pioneering community of advisors to reflect their needs and experiences.
We redefine what is possible.
annotate enables you to continually leverage the full potential of rapidly advancing AI to power impactful giving.
We have your back.
You can count on us to onboard and orient your team, help you through gnarly requests, and troubleshoot issues.
is founded by practitioners with an enduring
passion for philanthropy and AI
With annotate, I am building the platform that I wish I had while advising donors.
Avi Khullar
Avi has served as a donor advisor and as a grantee during her 15+ years in the nonprofit sector. Most recently, at The Bridgespan Group, she helped donors mobilize $100M+ to US-based nonprofits. In her prior roles, she led grantmaking, developed an impact framework for a private foundation, and managed agency-wide data systems/analysis at NYC child welfare agency under Mayor Bloomberg.
We are using the state of the art technology to turbocharge advisor capacity to serve donors.
Ritesh Madan
Ritesh is a technology leader with a track record of delivering outsized business impact in multiple technology companies and venture-backed startups in healthcare, transportation, supply chain. Until recently, he led global pricing teams for Eats and Rides at Uber where he led the transition to AI-based algorithmic pricing that delivered growth and profitability for the company. He leads AI and Eng teams at multiple venture backed startups.