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 website
- Assistance in the creation of program guidelines
- Set-up of web and telephone based registration methods
- A toll-free telephone number answered in your company’s name
- Customer service representatives 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
- Patriot Act vetting of international charities
- Maintenance of institution profiles and alias names
- Acquisition and maintenance of databases to verify donor eligibility & giving histories
- Recipient organization transmittal correspondence
- Hosting and maintenance of entire information technology infrastructure
- Automated detection of donor limits and duplicate gifts
Financial
- Set-up and maintenance of a positive pay 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 quarterly basis
Reporting
- Secure database access for donors and program administrators
- Tracking of all registrations including pending, incomplete and denied
- Standard monthly activity and management reports
- Voucher reports for payouts
- Year-end activity and management summaries
- “Real-time” on-line queries for program managers
- Special reports and summaries as requested by your company
