GiftWrap

The GiftWrap Payment & Tax module allows you to produce 1099-R forms and beneficiary payments by check or electronic fund transfer. Use GiftWrap to produce checks and electronic funds transfers for income beneficiaries. Alternatively, use GiftWrap to create a file of payment information suitable for uploading into another check writing system or general ledger software. This module includes the ability to write final distribution checks to Remainder Beneficiaries for terminated gifts, which is part of support in GiftWrap for Remainder Beneficiaries at the Org level, PIF level, and Designation level.

The GiftWrap Workflow module automates both routine and exceptional tasks that comprise your gift administration program workflow. This module is particularly useful for multi-step tasks completed by multiple people, or tasks that require review and approval. The module also includes a reminder and notification system. This module allows you to replace paper and spreadsheets with centralized resource to track task completions, workflow approvals, and client data.

The GiftWrap Pooled Fund Administration Module allows you to perform all of the tasks necessary for complete and efficient administration of charitable pooled income funds, and is designed specifically to address the accounting and processing functions unique to pooled income funds. With this module, you can administer pooled funds with thousands of participants, and the module can be configured to separately administer any number of individual funds. Other functions include unitizing new gifts and allocating year-end tax information.

The GiftWrap Document Storage module provides you with a centralized, digital repository for all your annuity contracts, trust documents, and other document types. You can associate stored documents with person, gift, organization, PIF, and charity entities. Person information and gift information screens, which provide access to all of your donor and gift information, have document tabs, enabling you to store and retrieve associated documents directly from those screens. In addition, there is a document search and retrieval utility that allows you to review all stored documents and to manage those documents globally.

The GiftWrap Advanced Analysis module provides enhanced analysis tools that allow you to project gift remainder amounts, and to provide comprehensive reporting on program trends. The Projected Remainder Amounts report estimates how much each gift included in the report will distribute to your charity and when. The report also displays two present values of these estimated distributions. The Advanced Analysis module also provides a comprehensive view of your planned giving program through a Program Overview and Statistics report. This report is organized by gift type and displays various categories of data.

The GiftWrap Enhanced Security module comprises a variety of functions which separately and in the aggregate, enhance the security of the GiftWrap application. While the GiftWrap application incorporates a variety of security features that ensure the integrity and safety of your data, this module provides functions that may be required in order for GiftWrap to conform to third party and internal IT requirements. These functions include Hosting Options, IP Filtering, Enhanced Data Masking, Two-Factor Authentication, Single Sign On (SSO), and Secure Key Management. Note that Enhanced Security module functions are separately priced, and can be purchased in bundles, or on a stand-alone basis.

Successful bequest programs are becoming ever more crucial to the overall success of charitable organizations. Having the right combination of technology and processes in place will ensure you are maximizing your organization’s ability to steward donors and realize distributions. With the GiftWrap Bequest Manager module, you can manage legacy gifts from intention to realization, successfully manage the probate process, and receive sophisticated reporting and in-depth analysis of your program. The Bequest Manager module is the only purpose-built software that specifically helps you improve and enhance your legacy giving program.

PG Calc knows that keeping track of your life income beneficiaries and donors who have left your charity in their wills is an important part of stewardship and your fiduciary duty. PG Calc can help! For clients with the death screening module, we run all your names through a third-party database on a daily basis to identify deceased planned gift individuals. Data is refreshed monthly to include any new donors added to your database. With this information, you can promptly reach out to the families or representatives of any deceased donors/beneficiaries to prevent life income payments to deceased individuals and/or begin the process of claiming bequest funds. To aid you in finding your missing donors/beneficiaries, we can research addresses, including obtaining contact information for relatives and neighbors.