We offer innovative, unique solutions to improve accounting operations and donor relationships by using leading proprietary technology and a plethora of valuable expertise.

Our PGFundConnection™ and DonorSphere™ software will provide you with efficient and secure operations management while engaging donors on a closer level.

THE integrated solution to support the Planned Giving Lifecycle

  • Manage and Control Financial Reporting
  • Daily Valuations
  • Experience Seamless Grant Making and Reporting
  • Connect with donors

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A new standard for Donor Engagement

  • Tailor online donor and advisor access
  • Provide online access to statements, grant recommendations, tax letters, acknowledgments and portfolio management
  • Enhance the donor experience

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