The Giving and Processing Cycle

PGFund Connection infographic


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.

Tech office

Key Functions Highlight