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Description
Acceptiva empowers nonprofits to process payments for diverse needs anytime, ensuring a smooth, secure, and cost-effective experience. In 2020, the company became part of Qgiv, a prominent name in the realm of digital fundraising solutions. This acquisition has enabled clients to utilize a broader array of intuitive fundraising options, such as peer-to-peer fundraising, text donations, and auctions, along with efficient CRM integrations that save valuable time. Users can effortlessly retrieve all transaction information, whether by specific forms or across multiple submissions. They can modify transactions, recharge donors or payers, organize data on-screen, and export it in formats like Excel, CSV, or PDF, while also generating tailored reports for future reference. Access to these reports can be managed through permission settings, allowing for customized viewing options based on report types. With comprehensive oversight of funds management reporting, users can ensure accuracy and transparency. For any inquiries, modifications, or assistance, customers can reach out to our dedicated support team via phone or email, and we also offer complimentary training sessions. Additionally, we provide special pricing for select groups or members, enhancing the value of our services. This commitment to support and accessibility makes Acceptiva a trusted partner for nonprofits in achieving their fundraising goals.
Description
Provide your board directors with tailored and precise reporting that enables them to fulfill their fiduciary responsibilities effectively. Utilizing Broadridge data, you can gain profound insights into competitors, allowing for a more representative selection of peer groups and enhanced understanding of trends within the fund industry, ultimately helping you position your funds to advocate for fee increases. You will acquire fund performance, portfolio, and expense data that comply with regulatory and compliance standards for board reports. Custom peer groups reveal avenues for improving margins and maximizing growth potential. By merging personalized insights with exceptional expertise, your board reports can achieve a higher standard. Our consulting teams leverage data from Morningstar, Lipper, and exclusive Broadridge resources to provide comprehensive coverage of fund expenses, performance, and portfolios, as well as tailored peer groups. These insights are then used to uncover trends in the fund industry, enabling the creation of detailed and professional-grade board reports. Moreover, Broadridge collaborates with top industry data providers to ensure clients receive information that is directly sourced from the firms themselves, enhancing the quality and reliability of the reports. This partnership not only strengthens your reporting capabilities but also empowers your board to make informed decisions based on the most relevant and current data available.
API Access
Has API
API Access
Has API
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Acceptiva
Founded
2004
Country
United States
Website
www.acceptiva.com
Vendor Details
Company Name
Broadridge
Country
United States
Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting
Product Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
