Automate gift planning, disbursement and tracking to accelerate charitable activity and achieve client goals while ensuring all tax rules are followed. Do more and do it faster without suffering spreadsheet chaos, frantic follow-up, and compliance pitfalls.
“Give Now” Wizard makes it easy to plan and manage all types of charitable donations.
Quickly and easily track payment status and acknowledgment letters within the application.
Organize, streamline, and track charitable activity for unified family goals and individual family members’ causes. Be it big picture giving, or for a personal endeavor, you can support causes and charities that resonate with you and easily see your combined family impact.
Organized charitable activity provides quick answers to inform better decisions.
Create charitable activity views to support unified family goals and individual family members’ goals and allocations.
Provide external advisors with full, real-time visibility into charitable activity details and insights, plus access to essential tools. Enable more effective collaboration and strategic impact across one, unified team.
Provides visibility into charitable activity to help clients plan their gifts and monitor follow-through.
Automatically generate donation lists with all supporting tax documentation.
Fully integrate with QuickBooks and Sage Intacct to streamline accounting processes.
Automate cash donations to charities using your checking account. Plus, you can automate all payment tracking and tax documentation, too.
Making a credit card donation on a charity website? Forward the gift receipt to Giving Place and it will be added to your giving history so you can easily generate your tax documentation.
Giving Place automatically captures information you need to determine fair market value, file your taxes, and get a write-off.
Use Giving Place to streamline grants made from your Donor-Advised Fund (DAF). Giving Place works with your DAF provider to execute any donations alongside those from other accounts.
Giving Place can integrate with your foundation’s checking account to issue grants to charities you choose and support your foundation’s governance and compliance procedures.
Giving Place can streamline grant execution as a single point of contact with your Community Foundation partner and consolidate your locally focused gifts into your charitable activity view.
Any type of charitable giving can be consolidated in Giving Place and made visible in your aggregate views.