Pricing
Less than one hour of an exempt-organizations attorney. Per year.
One prevented payout shortfall on a $2M foundation is worth roughly $30,000 in avoided excise tax. Paid tiers open soon — the free tools are free forever.
Free tools
$0email-gated
- 5% Payout Calculator
- Compliance Calendar generator
- Deadline reminder emails
Steward
$99per month · $990/yr
- Payout Autopilot with carryforward tracking
- Deadline Engine with escalating reminders
- Document vault with version history
- Board pack generator (DRAFT documents)
- CPA-ready workpaper export
Steward Plus
$249per month · $2,490/yr
- Everything in Steward
- AI Advisor with primary-source citations
- Self-Dealing Screener with audit log
- Multi-user with roles
Advisor tier for RIAs, CPAs, and estate attorneys serving multiple foundations — write to advisors@fieldstonehq.com.