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RESOURCES
>> Planned
Giving Lifecycle >> Donor Relations & Gift Processing
Donor relations are one of the most important aspects of the
Planned Giving organization's role. To this end PGFundConnection™
provides a full range of tools to help clients maintain the
connection between donors and their gifts. The stronger the
connection, the more likely it is that existing donors will
not only add to their existing gifts but also refer other
donors.
Donor Relationship Management
- Online reporting access for donors and other interested parties
to view accounts, transaction histories and statements;
- Private-labeled, brokerage quality, color statements (including
AIMR compliant performance if required) for your clients and
their advisors;
- Ability to add messages to statements and online donor reporting
to highlight ongoing campaigns or causes;
- Integration with microsoft office and other software packages
for mailing lists, marketing communcations, contact management.
Gift Processing
- Client-defined coding of gifts to support customized reporting;
- Customized acknowledgment letter capabilities for gift receipts;
- Support for all gift types from cash, to appreciated stock,
to life insurance policies and other noncash assets.
Complete Online Solution
- Full online capabilities for account opening, gift processing,
donor, financial advisor and other external party setup
and linking to donor funds;
- Client configured workflow for all processes to allow
for approval processes for account opening (e.g. document
checklists) and gift approvals (including stock and other
noncash assets) to improve efficiency through removal
of any manual or non-value-added activities;
- Online presence customized to coordinate with existing
site.
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