GiftWrap Pricing
GiftWrap Is a Smart Investment!
GiftWrap offers professional in-house tracking and administration for all types of planned gifts including bequests. Prices below are for one user (multiple copies are available for additional fees). You can also add any of the optional modules listed below to GiftWrap.
GiftWrap
| |
Charity |
Service Provider |
| One-Time Fees |
$1,090 |
$1,590 |
| Annual Support Fees* |
$695 |
$955 |
Payment & Tax Module
The GiftWrap Payment & Tax module produces 1099-R forms and beneficiary payments by check or electronic fund transfer.
| |
Charity |
Service Provider |
| One-Time Fees |
$295 |
$595 |
| Annual Support Fees* |
$170 |
$195 |
Advanced Analysis Module
The GiftWrap Advanced Analysis module provides remainder expectancy, years remaining, historical gift value and overall program statistics reports that facilitate program evaluation and analysis. We can provide complete risk audits, including Monte Carlo analyses and written reports, for an additional fee.
| |
Charity |
Service Provider |
| One-Time Fees |
$295 |
$595 |
| Annual Support Fees* |
$100 |
$195 |
Document Storage Module
The GiftWrap Document Storage module provides you with a centralized, digital repository for all your documents of record.
| |
Charity |
Service Provider |
| One-Time Fees |
$195 |
$295 |
| Annual Support Fees** |
$100 |
$295 |
Workflow Module
The GiftWrap Workflow module automates the administrative tasks associated with managing planned giving programs including change requests from remote users (additional fee applies per remote user access licensing).
| |
Charity |
Service Provider |
| One-Time Fees |
$295 |
$595 |
| Annual Support Fees |
$195 |
$395 |
Pooled Fund Administration Module
The GiftWrap Pooled Fund Administration module performs unitization, allocates income, and produces payment checks/ACH and yearly K-1 tax reporting letters.
| |
Charity |
Service Provider |
| One-Time Fees |
$2,450 |
$3,450 |
| Annual Support Fees* |
$1,250 |
$2,625 |
Additional Services available for quotation upon request:
- Additional GiftWrap licenses, including Registered and Remote users
- Premium hosting services, including on premise installations
- Custom reports
- Risk Analysis and other consulting services
- Custom Integration using Web services
* Assumes up to 500 gift records and two organizations for Charity customers. For larger databases, call for pricing.
** Includes 150MB of storage (approximately 500 – 1,000 documents). Additional storage is available at $10 per 100MB.
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