New agreements wait in a queue
Gift agreements move through email, Word documents, and hand-offs. Campus partners wait on fund details while the agreement waits for review.
✦ Built by a higher-ed practitioner
Connect your advancement shop to the rest of campus.
Work directly with financial aid, put dormant funds to work for departments, and fast-track new gift agreements with AI-assisted intake. Start with one defined workflow, then expand 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 campus gap
Advancement holds resources the rest of campus needs.
Donor funds, gift agreements, and payout decisions often live apart from financial aid and the departments that could put them to use.
Private and institutional aid run on separate tracks
Financial aid and the foundation match students to awards on their own timelines. Donor-funded awards can go underused while institutional dollars cover the same need.
Restricted funds sit idle while departments pay
Unspent payout and unclear spending plans leave funds untouched, even when a department is covering the very purpose a donor intended.
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
Turn donor intent into an approved, signed, archived, and activation-ready agreement record.
firma guides role-based intake, creates AI-assisted internal drafts, and manages searchable records through review, signature, archive, and post-signature account setup. Configurable DocuSign and SharePoint connections support execution, while reviewed Agreement Intelligence can publish to Orto and Filo.
Explore 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
Turn restricted funds into compliant decisions, eligible recipients, mobilized resources, and donor-ready outcomes.
orto brings fund intelligence, compliance monitoring, scholarship and recipient matching, spending-plan workflows, and stewardship reporting into one focused workspace. Ask plain-English portfolio questions, operate applicant and donor portals, and configure institutional data adapters. Staff-reviewed matching and cycle exports give financial aid and campus partners what they need to coordinate awards.
Explore 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
Run donor strategy with relationship history, pipeline activity, fund outcomes, and agreement context in one workspace.
filo combines donor tracking, prospect research, outreach planning, meeting preparation, and next-ask guidance. It can connect Outlook context, Orto outcomes, and Firma Agreement Intelligence with configurable Salesforce and Blackbaud imports.
Explore 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 one campus workflow
Start with private-aid matching alongside financial aid, a department spend-down review, or gift agreement intake, whichever is creating the most cost or delay.
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 intake through activation
firma
Guided intake, AI-assisted internal drafts, searchable records, review, signature, archive, and account-setup workflow
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
Scholarship and recipient matching
orto
Reviewed criteria, eligibility rules, candidate ranking, staff decisions, audit evidence, and cycle exports
Financial aid and department coordination
orto
Reviewed matching, utilization, payout context, and cycle exports that staff can use with financial aid and departments
Compliance and spending plans
orto
UPMIFA monitoring, fund statements, thresholds, exception review, and request-and-approval workflows
Applicant and donor portals
orto
Scoped application intake and publishable fund-outcome views with controlled access
Donor relationship work
filo
Profiles, pipelines, interactions, prospect research, meeting preparation, next-ask guidance, 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
Identity, roles, and auditability
all three
Configurable Microsoft Entra ID, SCIM provisioning, role-aware access, and workflow or integration history
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 foundation holds resources the rest of campus needs. Put them to work.
Spend 30 minutes with a practitioner who has done this work. No canned demo script, just a grounded conversation about where your advancement shop and campus partners are working apart.
Book a discovery call →