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WHY FTP?
FTP's operations & technology platform, PGFundConnection™,
allows federations and foundations to integrate fully automated
investment processing with donor recordkeeping and administration.
Built around a state-of-the-art trust accounting platform,
PGFundConnection™ is a comprehensive web-based service that
has been designed to help minimize the daily back-office
administrative work of running Planned Giving operations.
What does PGFundConnection™ provide?
Seamless Processing
Platform allows clients to integrate existing custodians,
brokers, investment managers and brokers to provide seamless
processing of all investment related activities.
General Ledger Integration
Supporting investment and donor related activity on a single
platform allows for daily reconciliation of activity and
automated preparation of general ledger entries.
Open Architecture
Open architecture of the system allows for rapid customized
report development and simplified integration with other
client packages as required e.g. donor relationship management
(DRM).
Expert Staff
In addition to its superior technology, FTP also provides
expert staff to support clients and assume the bulk of the
burden of daily operations duties. For the first time, a
single solution allows federations and foundations to support
the full Planned Giving lifecycle.
For more on the various facets of the Planned Giving
Lifecycle and how FTP and their service offerings integrate
with it, please visit our Resources
section.
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