About us

We challenge you to find anyone outside your organization who knows as much about your business as we do.

We provide innovative proprietary technology and operations solutions to the Planned Giving community with a passion to enhance philanthropic giving.  We will share the benefit of our experience and expertise to ensure that you rise above your competition.


Our mission is to maximize the potential of philanthropic giving by offering market leading technology that manages every aspect of a nonprofit’s operations and helps build valuable relationships with donors.


We recognize the challenges and pressures of the nonprofit sector and strive to help overcome these obstacles. By identifying opportunities to grow, we direct our customers on the right path to increasing significantly charitable giving. 


  • Seamless Processing of all investment related activities - PGFundConnection can integrate with your custodian, brokers and investment manager to provide fully automated processing of all investment activity including receipt of transactions, prices, positions and corporate actions.
  • General Ledger and Accounting Integration
  • Flexible Reporting Structures 
  • Open Architecture
  • Strong Donor Engagement and Involvement 
  • Expert staff
    • We use our expertise, commitment and dedication to meet and exceed our mission and improve our technology to help you achieve your philanthropic goals.