Products
We offer innovative, unique solutions to improve accounting operations and donor relationships by using leading proprietary technology and a plethora of valuable expertise.
Our PGFundConnection™ and DonorSphere™ software will provide you with efficient and secure operations management while engaging donors on a closer level.
THE integrated solution to support the Planned Giving Lifecycle
- Manage and Control Financial Reporting
- Daily Valuations
- Experience Seamless Grant Making and Reporting
- Connect with donors
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A new standard for Donor Engagement
- Tailor online donor and advisor access
- Provide online access to statements, grant recommendations, tax letters, acknowledgments and portfolio management
- Enhance the donor experience