Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FanAngel offers a variety of personalization options, with our standout feature being the Team model, which provides each team member with a distinct URL showcasing their name, profile picture, and fundraising objectives. This innovative approach to personalization has demonstrated the potential to significantly increase donation amounts and frequency. While many schools prefer paper checks, we ensure a seamless process by transferring funds within a week after the campaign concludes. For booster clubs and club sports, creating an account with our credit card processor is quick, and funds can be deposited weekly, with the option to adjust to daily or monthly intervals based on preference. FanAngel adheres to IRS Compliance Laws to ensure that contributions remain tax deductible whenever appropriate, taking into account factors such as rewards, auctions, and ineligible beneficiaries that can influence deductibility. Additionally, our Ask Campaigns offer a unique twist on traditional letter-writing initiatives, making fundraising more engaging. This blend of personalization and compliance ensures that fundraising efforts are not only effective but also legally sound.
Description
Are you:
Studying the changes to the SECURE Act rules?
Using spreadsheets to calculate RMDs manually?
Tracking client RMD withdrawals to determine if clients have taken them?
Frustrated by custodians who calculate some RMDs but not inherited accounts?
Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)?
Trying to figure out how to manage the accounts under the 10-Year Rule?
ProTracker RMD provides:
Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries.
Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger).
A separate panel is used to track the expiration of accounts under the 10-Year Rule.
Global 10-Year Rule Account Screen to monitor all client accounts for expirations.
API Access
Has API
No
API Access
Has API
No
Integrations
Charles Schwab
No
Fidelity
No
ProTracker Advantage
No
SunVox
No
TD Ameritrade
No
Integrations
Charles Schwab
Yes
Fidelity
Yes
ProTracker Advantage
Yes
SunVox
Yes
TD Ameritrade
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$895/user/year/1,000 RMDs
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FanAngel
Founded
2015
Country
United States
Website
www.fanangel.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
No
Event Management
No
Gift Matching Management
No
Grant Management
No
Membership Management
No
Mobile Giving
No
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
No
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No