W!se provides fiscal agency services to assist individuals with a new educational initiative working toward getting a legal tax-exempt, 501 (c)(3) status or schools that are looking for an agency to manage or oversee funds for a specific project. They can apply to W!se for sponsorship which enables them to seek funds from foundations or corporate or individual contributors or to have their funds managed for a special initiative.

If you have a vision for an educational program and need help bringing it to life, W!se can meet your needs. For over a decade, we have provided the expertise and manpower to help organizations and donors realize their ideas in education and philanthropy. We’d love to hear about yours.


We are fiscal agents to organizations in the process of acquiring their 501(c)(3) status. This allows them to solicit tax-deductible donations under W!se’s tax-exempt status and to pursue grant opportunities pending 501(c)(3) approval. Our fiscal sponsorship partners include:



JP Morgan


Request More Information 


We provide professional development for school districts and schools, educators, corporations and other non-profits as well as workshop training for community-based organizations.

A signature professional development initiative is the TC/Cowin Financial Literacy Summer Institute, a partnership between Teachers College at Columbia University, W!se and the Federal Reserve Bank of New York. Sponsored by Joyce Cowin, a leading philanthropist and Teachers College Trustee, the Institute is designed to build teachers’ knowledge of personal finance and related instructional strategies using the case method approach. At the end of the Institute, participants have an opportunity to earn W!se’s Certification in Personal Finance.

Request More Information 


We are uniquely positioned to create rigorous, standards based assessments for third-party organizations. Among the organizations that use our assessments are:


Request More Information