Save Time and Improve Accuracy
Pooled Fund Organizer (PFORZ) is a Windows database that performs all of the tasks necessary for complete and efficient administration of charitable pooled income funds. PFORZ can administer pooled funds with thousands of participants and can be configured to administer separately any number of individual funds.
PFORZ dovetails nicely with the portfolio management services your asset manager provides. Fund values and income provided by your asset manager may be entered into PFORZ to be allocated automatically among all beneficiaries. Other PFORZ functions include unitizing new gifts and allocating year-end tax information.
Pooled Fund Organizer is available as an optional module for GiftWrap, sharing the same database.
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