PGFundConnection™
The Giving and Processing Cycle
PGFundConnection™
Built around a state-of-the-art trust accounting platform, PGFundConnection™ has been designed to help minimize the daily back-office administrative work of running your Philanthropic Accounts administration and Planned Giving operations. This platform allows clients to integrate existing custodians, investment managers, advisors and brokers to provide seamless processing of all investment related activities and support daily reconciliation of these activities back to donor recordkeeping and general ledger entries. The open architecture of the system allows for rapid interface development such that client data integration requirements can be easily scoped and developed. In addition to its technology, FidTech Partners also offers domain expert staff to support clients and can assume the bulk of the burden of daily operations duties.
Key Functions Highlight
- Grant Making and Reporting
- Online forms for donor grant recommendations which can be integrated in client directed workflow processes for approval or rejection
- Workflow can be implemented for differential approval processes based on dollar amounts, transaction types, and fund types
- Online searchable database of all IRS approved 501(c)(3) charities
- Customization of letters to accompany grants
- Client-defined coding of grants to support customized reporting
- Large number of standard reports to support all aspects of client operations
- Customized reporting to support client level business development
- Customized reporting to support audit preparation, financial and general ledger reporting
- Customized reporting to trustees, committees, or other regulatory or supervisory bodies
- User defined fund types, field of interests and other categories to support reporting
- Online ad hoc reporting capabilities to allow client staff to generate their own queries