There are so many challenges to administering a planned giving program that it can quickly become an all-consuming task. We can take all of that burden away.
Planned Gift Administration
Let us take away the headaches and hassles of administering your planned giving program!
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.
Here are some other offerings you may want to consider
Gift Annuity Risk Assessment
Minimize your organization's risk and assure your CGA program's health and profitability.
