Tracking and Stewardship Are Just Part of What GiftWrap Has to Offer!
GiftWrap organizes the tasks involved, streamlines operations, and enforces the rules.
- Tracks donors, beneficiaries, prospects, and advisors
- Stores all planned gifts and bequests
- Prints management reports to measure program success
- Calculates state-required gift annuity reserves
- Performs FASB 116/117 liability calculations
- Tracks the value of each gift annuity over its lifetime
- Allows unlimited notes on people and gifts
- Offers four levels of security
- Accommodates multiple organizations
- Produces checks and electronic funds transfers
- Produces 1099-R forms and files for gift annuities
- Offers custom payment upload files, custom checks, and custom reports
Interface Capabilites
- Import home address updates
- Imports gift data from PG Calc's gift planning software
- Exports data in Word, Excel, CSV, dbf and other formats
- Uploads payment information to other systems
- Imports market values from a text file
- Works with Crystal Reports
- Permits access to GiftWrap's database using SQL
An Optional Module for GiftWrap
- Pooled Fund Organizer provides complete functions for pooled income fund administration
