Gift Administration

Tools and outsourcing for successful planned giving administration
Administering a planned giving program is a time-consuming and complex endeavor. We offer many resources that can take away the headaches of making payments, sending tax information, tracking gift values, and so much more.


Planned Gift Administration

Let us take away the headaches and hassles of administering your CGA, PIF, and CRT programs. 

Compliance Reporting

Staying compliant is time consuming and complex, we provide FASB and State Reserve Reports.

Endowment Sub-Accounting

Multilevel sub-accounting is critical for organizations that want to combine gifts in their endowments.



Improve your stewardship and reduce risk with GiftWrap.

Bequest Manager

Improve and enhance your legacy giving program with Bequest Manager.

How Can We Help You?

Planned gift administration done right produces a significant return. Let us help you get it right!
Gary Pforzheimer

Contact Gary Pforzheimer:

888-497-4970 E-mail

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