Contact Information
Company Information
Industry
nonprofit organization management
Annual Revenue
15746000.0
Technologies
Outlook
Microsoft Office 365
Google Cloud Hosting
Nginx
Google Font API
Gravity Forms
Mobile Friendly
WordPress.org
TikTok
Keywords
gift review services
unitized subaccounting capabilities
tax return preparation
account unitization
unitized amp subaccounting capabilities
reporting registration
compliance management
tax deduction calculations
reporting amp registration
four tier accounting
distribution processing
non-profit organizations
charitable trusts
charitable gift annuities
donor advised funds
endowment funds
pooled income funds
private foundations
philanthropic services
planned giving administration
non-profit organization support
tax savings
grant distribution
financial reporting
asset management
trust administration
marketing support
lifetime income
philanthropic planning
customized management services
irs compliance
fund performance monitoring
client communication
charitable contributions
financial transactions
fund establishment
donor participation
beneficiary distributions
projected returns
trust investment performance
tax compliance
asset valuations
financial evaluations
real estate gifts
property donations
contribution processing
service excellence
transparent administration
expertise in philanthropy
donor engagement
fund management software
turnkey solutions
publication of reports
tax planning
capital gains tax savings
wealth management
charitable program design
foundation management
nonprofit organization management
investment management
financial services
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