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21st Century Software for Public Charities

Streamline grantmaking, fund accounting, and donor engagement with modern, integrated software.
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Solutions Built for Modern Philanthropy

Explore our digital solutions designed to minimize the administrative load of running your Charitable Accounts and Planned Giving operations.

FoundationHub​

Fund management & accounting

FoundationHub supports fund accounting, grant processing, and investment activity within a secure platform.

Fund accounting & general ledger

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Grant recommendations & reporting

 

Investment-activity

& reconciliation

FoundationHub

Purpose-built tools for foundation administration, compliance, and strategic grantmaking — all in one platform.

What FoundationHub Delivers

End-to-end foundation operations

Centralize philanthropic account administration, grantmaking, and reporting in a single system.

Integrated investment processing

​Seamlessly connect custodians, investment managers, advisors, and brokers to support daily transaction processing and reconciliation.

Built-in accuracy and control

Investment activity is reconciled directly to donor recordkeeping and general ledger entries.

Flexible by design

An open architecture enables rapid data integration and custom interface development as client needs evolve.

Core Capabilities

Grantmaking made easy

  • Online donor grant recommendation forms integrated into client-defined approval workflows

  • Differential approval processes based on dollar thresholds, transaction types, and fund types

  • Searchable database of IRS-approved 501(c)(3) organizations

  • Customizable grant correspondence and acknowledgment letters

  • Client-defined grant coding to support tailored reporting

Reporting & Oversight

  • Extensive library of standard operational reports

  • Customized reporting for:

    • Audit preparation

    • Financial and general ledger reporting

    • Trustees, committees, and regulatory bodies

  • Reporting tools that support client-level business development

  • User-defined fund types, fields of interest, and reporting categories

  • Ad hoc reporting tools enabling staff to generate custom queries on demand

DonorSphere

A modern donor experience that simplifies giving, strengthens relationships, and scales engagement.

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A clear view of giving, all in one place.

Donors can check balances, view grant activity, and make contributions — all through a simple, intuitive dashboard.

Who We Serve

Fiduciary Technology Partners has over twenty years of experience serving a variety of faith-based organizations, financial institutions, and public charities. Learn more about how we can tailor our services to your organization's needs below.

Trusted By Faith-Based Organizations And Public Charities

“Fiduciary Technology Partners consistently delivers reliable, leading-edge technology solutions that enhance our clients’ customer service experience and streamline our operations. FidTech leaders truly live up to their name as a partner. Their team offers a collaborative, problem-solving mindset that has freed us to be out in the community, making meaningful connections and driving greater impact. We remain confident that FidTech provides us with the best innovation, powerful efficiencies, and robust features to help us retain our trusted reputation and proven success."

David S. Bell, President, United Methodist Foundation of Michigan

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Add your Organization

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Financial Institutions

A secure platform for financial institutions administering donor-advised funds and charitable giving programs.

Integrated fund accounting and charitable account management​

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Advanced internal security with roles-based permissions to protect client information

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Comprehensive library of financial reporting and statements

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