Gift Administration: Services

Let us help you administer your planned giving program
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.

Services

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.

How Can We Help You?

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

Contact Gary Pforzheimer:

888-497-4970 E-mail

Have a question?