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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
API Access
Has API
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$895/user/year/1,000 RMDs
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
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
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
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management