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Description
Support an endless array of charities during a single event, with customizable percentage splits for donations. Enjoy features such as gift aid on contributions, automatic QR codes, multimedia widgets, Strava integration, and more. This robust platform is designed to enhance ambitious initiatives and remarkable endeavors. You can create unlimited personal fundraising pages that contribute to a shared goal. Decide whether to designate the charity beneficiaries for the entire event or empower your team to select their preferred charities for their individual pages. Organizations and charities can initiate paid event registrations and seamlessly collect entry fees. You have the option for both one-time and recurring donations to support your favorite causes. The impact reporting feature allows you to track how your contributions are making a difference in the community. GiveWheel offers its services free of charge for both individuals and charities, ensuring there are no platform fees. Experience centralized solutions for fundraising, volunteering, and reporting, making corporate social responsibility easier than ever. With such a wide range of functionalities, GiveWheel is revolutionizing the way we engage with charitable efforts.
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
Strava
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
Strava
SunVox
TD Ameritrade
Pricing Details
Free
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
GiveWheel
Country
United Kingdom
Website
givewheel.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
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
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
