Gift agreement chaos
Word documents, email routing, inconsistent language, and signed agreements stored somewhere nobody can quickly find.
✦ Built by a higher-ed practitioner
Fund administration built for what higher ed actually does.
Three focused tools for gift agreements, fund administration, and donor relationships. Start with one defined workflow, then connect fund outcomes to stewardship when the team is ready.
Standalone deployment · Institutional licensing · Deployment-level data controls
portfolio
Illustrative data
Fund overview
Total market value$284.6M↑ 4.2% this quarter
Active funds2,41817 new this year
Utilization91.4%↑ 6.8% year over year
Portfolio utilizationLast 6 cycles
Draft savedReady for staff review
12 funds matchedIllustrative portfolio query
Brief generatedFrom maintained donor context
Designed from inside the workPurpose-built for university foundations—not adapted from another sector.
15+Years in higher-ed advancement
3Standalone tools with one focus each
1Defined workflow to start
The operational gap
More funds. More complexity. The same headcount.
University foundations are carrying increasingly complex administrative work in systems that were never designed for it.
Fund data trapped in spreadsheets
Payout calculations few people fully understand, underused scholarship funds, and recurring reports rebuilt by hand.
Donor moments missed
Gift officers chase balances instead of building relationships, while meaningful stewardship opportunities stay buried in administrative data.
The lnKT suite
Three tools. One problem each. No platform required.
Start with the workflow costing your team the most. Each tool stands on its own, with scoped exports and integrations available when connecting context adds value.
firma
Gift agreement administration
Move from donor intent to a review-ready agreement record—without the Word-doc maze.
firma collects variable terms, creates an AI-assisted draft, saves searchable agreement records, and tracks ownership and review status. Configurable DocuSign and SharePoint connections support signature and archiving, while Agreement Intelligence can publish reviewed agreement context to Orto and Filo.
Talk to us about firma →Gift Agreement · Marston Family FundAI draft
✦ Compliance assistant
Purpose language is clear. Add a contingency clause for periods when the program is inactive.
orto
Fund administration & fund mobilization
See fund health clearly—and move available resources toward eligible uses and recipients.
orto tracks balances, payout calculations, mobilization opportunities, recipient allocation, and campus reporting. Ask plain-English portfolio questions, receive reviewed agreement context from Firma, and configure Blackbaud, Ellucian Ethos, or institution-specific Workday data adapters.
Talk to us about orto →Fund mobilizationIllustrative portfolio
Available$4.8M
Awarded$4.2M
At risk12
Engineering Access Fund
92%
First Scholars Endowment
78%
Alumni Leadership Award
61%
✦ Portfolio insight
Twelve funds are below their expected award pace. Four can still be resolved before the cycle closes.
filo
Donor relationship workspace
Connect donor history to fund outcomes—so every conversation starts prepared.
filo maintains donor profiles, interactions, giving context, and linked fund relationships. It combines Outlook context, Orto outcomes, and Firma agreement intelligence for pre-call briefs and follow-up, with configurable Salesforce and Blackbaud connectors.
Talk to us about filo →Donor relationship briefReady for call
JM
Jordan & Morgan LeePrincipal donors · 14-year relationship
$1.2M
3 funds
2 moments
✦ Suggested talking point
Their scholarship supported 18 students this year—the highest reach since the fund was established.
How it works
A focused path from pain point to working tool.
Begin with a scoped workflow, the people who own it, and only the data needed to make that workflow useful.
Pick the biggest problem
Start with agreements, fund utilization, or donor preparation—whichever workflow is creating the most cost or risk.
Configure around your standards
We align the tool to your institutional language, policies, roles, and existing data sources.
Deploy the defined workflow
Focused onboarding gets the right people into the tool and validates the workflow against real operating needs.
Expand when it makes sense
Add another focused tool later, using scoped imports and integrations configured around the systems you already use.
Why lnKT
Built by someone who did this work for 15 years.
Not advised from the sidelines—built from years of managing endowments, gift agreements, fund mobilization, and stewardship inside a university foundation.
Foundation-specific by design
Restricted funds, scholarship cycles, agreement review, UPMIFA monitoring, stewardship, and shared university roles shape the workflows from the start.
Assistance inside the workflow
Firma drafts agreement language, Orto answers portfolio questions, and Filo builds meeting briefs and outcome-grounded outreach.
Start small and win fast
You do not have to adopt every tool at once. Start with a defined workflow, then connect products when the shared context adds value.
Built for real foundation budgets
Institutional licensing, transparent scope, and a pilot path help teams validate value without committing to another enterprise-sized software program.
Available now
Specific capabilities you can verify.
This list describes the current product surfaces without making assumptions about another vendor’s roadmap, packaging, or price.
Capability
Product
Current support
Agreement drafting and records
firma
AI-assisted drafts, searchable records, owners, review status, and history
Portfolio questions
orto
Plain-English queries for balances, utilization, risk, recipients, and criteria
Fund administration and mobilization
orto
Funds, payout context, mobilization opportunities, recipient allocation, compliance, and stewardship exports
Donor relationship work
filo
Profiles, interactions, giving context, research, meeting preparation, and outreach planning
Fund-linked stewardship
orto + filo
Orto outcome exports can be linked to Filo donors and used in briefs and follow-up drafts
Agreement Intelligence
all three
Firma publishes structured purpose, restriction, status, and fund context that Orto and Filo can link to their records
University identity
all three
Configurable Microsoft Entra ID single sign-on and SCIM provisioning
Agreement execution and archive
firma
Configurable DocuSign envelope and status flow plus SharePoint archiving
Advancement and productivity systems
orto + filo
Configurable Salesforce, Blackbaud, Outlook, Ellucian Ethos, and institution-specific Workday adapters by product
Integration operations
all three
Signed webhooks, configuration status, and integration activity logs
Deployment
all three
Standalone web applications with scoped import or integration paths; controls vary by product and deployment
Dashboard figures and donor examples are illustrative. Connectors require customer-owned credentials, permissions, API access, field mapping, and implementation review.
A better operating model
The bottleneck in university philanthropy is not fundraising. It is administration.
Spend 30 minutes with a practitioner who has done this work. No canned demo script—just a grounded conversation about what is slowing your team down.
Book a discovery call →