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  • Who We Are
    • Meet Our Team
      • Marc Misiurewicz
      • Pamela Ayers, MSW
      • Robert Stamp
      • Lauren Apt, MBA
      • Jen Adams
      • Betsy Bringewatt, Ph.D., MSW
      • Nan Burgess-Whitman
      • Amy D’Amico, Esq.
      • Ben Murphy, MS
      • Brad Schreiber, MS
      • Betsy Steehler
      • Luke Trader
      • Deborah Trimble, MS
      • Pamela White
      • Tricia Williams
    • Careers
  • Who We Help
    • Nonprofits
    • Philanthropists & Foundations
    • Corporations
  • Our Services
    • Strategic Planning & Advisory Services
      • Board & Volunteer Management
      • Nonprofit Management & Interim Leadership
      • Philanthropic Advisory Services
    • Fundraising Solutions
      • Annual Giving
      • Capital & Comprehensive Campaigns
      • Grants Management
      • Major & Transformational Giving
      • Planned Giving
    • Donor Engagement & Community Relations
      • Corporate & Foundation Relations
      • Marketing & Communications
      • Stewardship & Recognition
    • Advancement Operations
      • Data Management & Reporting
      • Gift Processing & Fund Administration
      • Prospect Research & Portfolio Management
  • Notes On Giving
  • Testimonials
  • Contact Us
  • Menu Menu

Services: Gift Processing & Fund Administration

One thing donors often say is important to them in choosing which organizations to support is trust. They tend to support nonprofits they trust to use their donation responsibly, and for its intended purpose to make a positive impact. Sloppy gift entry and poor fund administration can have serious implications for your donor retention and even negatively impact internal stakeholders’ perception of your advancement department. Our team can help you establish structure and SOPs to ensure these processes run smoothly.

Services Home

We offer full program assessment, consultation services, and/or educational sessions for:

– Creating new donor records

– Daily gift log

– Developing a gift acceptance policy

– Donation form creation

– Donor acknowledgments: automation & documentation

– Donor advised funds

– Endowed funds: setup and reporting

– Establishing checks and balances

– Financial reports and reconciliation

– Fund clean-up and standardization

– Gift back-up and reconciliation

– Gift entry training and SOPs

– Gift modifications, fund transfers & audit reports

– Hard credit vs. soft credit

– Merging, deactivating and repurposing funds

– Partnering with finance and fund administrators

– Reviewing “unsolicited” gifts

– Setting up new funds

– Understanding GL distributions

Contact Us

New York Office:
1 Grove Street
Suite 217
Pittsford, NY 14534
(585) 551-1234

Naples, FL Office:
365 5th Avenue S.
Suite 201
Naples, FL 34102
(239) 330-2591

Fort Myers, FL Office:
9160 Forum Corporate Pkwy
Suite 350
Fort Myers, FL 33905
(239) 789-4706

Email: [email protected]

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