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support

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Get A Bid Yes 
Morningstar No 
SmartOffice No 

Integrations

Get A Bid No 
Morningstar Yes 
SmartOffice Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

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 Yes 
Donation Tracking Yes 
Donor Database No 
Event Management Yes 
Gift Management Yes 
Grant Management No 
In-Kind Donations No 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Fundraising

Alumni Management Yes 
Auction Management No 
CRM No 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management No 
Event Management Yes 
Gift Matching Management Yes 
Grant Management No 
Membership Management Yes 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management No 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Nonprofit

Accounting Yes 
Committee Management No 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database No 
Membership Management Yes 
Social Media Management Yes 
Volunteer Management Yes 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible Yes 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture No 

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

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