The GiftWrap Workflow module automates both routine and exceptional tasks that comprise your gift administration program workflow. This module is particularly useful for multi-step tasks completed by multiple people, or tasks that require review and approval. The module also includes a reminder and notification system. This module allows you to replace paper and spreadsheets with centralized resource to track task completions, workflow approvals, and client data.
Document Storage Module
The GiftWrap Document Storage module provides you with a centralized, digital repository for all your annuity contracts, trust documents, and other document types. You can associate stored documents with person, gift, organization, PIF, and charity entities. Person information and gift information screens, which provide access to all of your donor and gift information, have document tabs, enabling you to store and retrieve associated documents directly from those screens. In addition, there is a document search and retrieval utility that allows you to review all stored documents and to manage those documents globally.
Enhanced Security Module
The GiftWrap Enhanced Security module comprises a variety of functions which separately and in the aggregate, enhance the security of the GiftWrap application. While the GiftWrap application incorporates a variety of security features that ensure the integrity and safety of your data, this module provides functions that may be required in order for GiftWrap to conform to third party and internal IT requirements. These functions include Hosting Options, IP Filtering, Enhanced Data Masking, Two-Factor Authentication, Single Sign On (SSO), and Secure Key Management.
Note that Enhanced Security module functions are separately priced, and can be purchased in bundles, or on a stand-alone basis.
SSDI Death Screening Module
PG Calc knows that keeping track of your life income beneficiaries, and also your donors who have left your charity in their wills, is an important part of stewardship and your fiduciary duties. With this in mind, for clients of this module, we run all your names through third party databases, such as the Social Security Death Index (SSDI), every day to ensure that you can promptly reach out to the families of any deceased donors/beneficiaries. Furthermore, we can research addresses, including obtaining contact information for relatives and neighbors, to aid you in finding your missing donors/beneficiaries.