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BENEFITS
PGFundConnection™ seeks to address some of the limitations
of current products and services offered to the Planned Giving
community through the utilization of superior technology and
service capabilities. Combining a state-of-the-art trust accounting
system and modular, highly flexible reporting infrastructure
with institutional standard asset servicing delivers a number
of specific benefits:
- 1. Maintain Current Relationships
- Acting as the intermediary between investment managers and
custodian banks, PGFundConnection™ allows clients to
maintain existing relationships while managing costs;
- 2. Addition of New & Improved Products
- Rapid and cost-effective introduction of new or improved products
can be achieved to allow Planned Giving organizations to reduce
or eliminate their growing competitive disadvantage versus
traditional financial services providers offering similar
charitable products;
- 3. Simplified Access to Information
- Flexible and customized reporting allows Planned Giving organizations
improved access to information to not only manage their own
cost structures more effectively but also provide better and
more timely information to external parties (such as financial
advisors) making their offerings more competitive;
- 4. Improved Distribution to Reach More
Donors
- Increase capacity to cost effectively service high-net worth
individuals, including increasing the Planned Giving organization's
ability to turn competitors into productive partners through
providing increased ability to work with external financial
advisors or financial service providers;
- 5. Focus on Core Competence
- FTP can relieve Planned Giving organizations of all of their
operational and administrative burdens allowing them to focus
on their core competencies of fund raising, grant-making and
donor relations.
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