annotate – Powering impactful giving

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Powering impactful giving.

Enabling philanthropy advisors to deliver personalized insights and help donors give with confidence

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.

Built by advisors, for advisors

Get in Touch

to see our platform in action

Here’s what advisors are saying

“I spent better part of two days doing desktop research, stitching together insights and formatting the document to make it client ready. annotate produced all that in a minute!“

Philanthropy Advisor
Private Bank

“This is the holy grail!” We have been trying to build this internally without much luck.

Senior Philanthropy Executive
Private bank

“I use this platform to sit down with my next-gen clients to explore and test their giving hypothesis in real time.”

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.

We are on a mission to

inspire and nurture the human spirit of giving

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.

Philanthropy Advisor