THE integrated solution to support the Planned Giving Lifecycle

PGFundConnection™ is a comprehensive, fully integrated platform designed to manage every aspect of your planned giving operations. 

Configurable to your needs, PGFundConnection™ gives you access to market leading technology to maintain your philanthropic strategies and goals.

connect with your donors

Develop valuable relationships with Donors to keep them engaged and involved in your philanthropic mission.


manage and control financial performance

Experience smooth processing of all investment related activities with our integrated solution.

LearN more

Experience seamless grant making and reporting

Save time, build relationships and enhance performance with our customizable online grant making and reporting solution. 

Learn more

Why PGFundConnection™ is unique

A single technology platform – Save time and reduce errors with a single technology platform that centralizes all aspects of accounting and Donor information. 

Donor relationship management – Strengthen Donor relationships with a more proactive and responsive service with complete and accurate Donor and fund information and superior reporting capabilities.

Clear insight into financial performance – Make better, more informed decisions with organization-wide reporting of financial growth and performance. 

True scalability to support growth – Our system can handle an ever growing number of funds and transactions whilst still ensuring a more structured and efficient control environment.
Accessibility AND security – Allow all constituents to gain access to information anytime, anywhere. We keep your data secure with individual user security and data permissions combined with detailed audit reporting. 

Integration with external systems – Build relationships with brokers and financial advisors who can direct major Donors to you.

Learn more about PGFundConnection and its General Ledger and Accounting Integration