What We Do

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Administrative

All personnel needed to execute your program from start to finish
The design, hosting and maintenance of a secure, branded, customized website
Assistance in the creation of program guidelines
Set-up of web, form and telephone based registration methods
A toll-free telephone number answered in your company’s name
Customer service representatives both on the phone and online
Determination of recipient organization eligibility under your guidelines
Extensive IRS status and Patriot Act vetting of all U.S. & Canadian charities
Maintenance of institution profiles and alias names
Acquisition and maintenance of databases to verify donor eligibility & giving histories
Creation of correspondence templates and procedures via email and paper letter
Comprehensive, variable-content correspondence to all eligible donor groups
Recipient organization transmittal correspondence
Hosting and maintenance of entire information technology infrastructure
Automated detection of donor limits and duplicate gifts
Changes of web and form registration platforms and correspondence as needed

Set-up and maintenance of a positive pay trustee bank account in your name
Voucher report and check register preparation
Check printing, mailing and positive pay file transmission
Checking account reconciliation
Creation of authorized laser signature image on company branded checks
Folding, stuffing and mailing checks to recipient organizations on a monthly or quarterly basis