Public Charities - Community Foundations
Public charities such as community foundations are a key element in improving and engaging their surrounding area as well as in supporting meaningful causes. Our solutions help accelerate those causes.
Catered and Professional Philanthropy
Public charities such as community foundations serve and amaze their clients, nurturing lifelong relationship that span through generations. With FiTech Partners set of integrated technology components and optional back office services, your charity can create a unique donor's experience. Tailored philanthropic account, standard or personalized investment strategy, servicing both the individual/family grant making causes and your community giving programs opportunities.
"We are committed to our clients success and proud to support them as they add so much value to so many communities and causes.-Sam Whittle, CEO
The team at FidTech Partners strives everyday to service our clients the best possible way."
With our PGFundConnection and DonorSphere technologies, plus a set of optional Back-Office Service Bureau services, we deliver a significant value to Community Foundations.
Our technology is web-based and a relational database driven (Microsoft SQL server).
Our solutions deliver the following major functions:
- Integrated Fund Accounting
- Flexible Charitable Funds/Accounts management (Endowments, Donor-Advised, Restricted, Un-Restriced, Fiscal Responsibility, Agency, and more that can be created with a flexible set of roles and permission)
- Grants Management (recommendations, Notifications, Receipts, Letters, Checks, Statuses)
- Gifts Management (Notifications, Receipts, Liquidations, Statuses)
Record keeping for periodic (daily, weekly, monthly, quarterly - you define) Investment Management and valuations
- Various fees management
- Donors, Interested Parties, Vendors, Users Management
- Integrated Online donor facing presence
- Top Security Standards that fits financial institutions standards and annual hacking audits
- Comprehensive Library of Reporting and Statements
- and much more...
Interested in seeing what we can do for you? Schedule a demo today to find out how we can help your organization.