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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

NGO software is designed to aid in the effective management of non-profit organizations by integrating various departments such as Projects, Beneficiaries, Donors, and Staff. With the help of NatNGO, you can enhance your organization's ability to achieve its objectives. Keep an organized list of donors along with their relevant details, linking them to specific projects by defining timelines and deadlines, or simply allocate donations to projects that are currently unassigned. Generate comprehensive reports that cover monthly or annual payments and expenditures, alongside detailed accounts of project listings, donor information, staff records, and beneficiary data. Additionally, track payment methods including cash, cheque, debit, or credit card, ensuring that payments are made on time and are associated with the correct projects. You can also create main projects and their respective sub-projects, detailing costs and timelines for each. This level of organization streamlines operations and enhances communication throughout the organization, ultimately leading to more effective program delivery.

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 

Screenshots View All

Screenshots View All

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 No 

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 Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Natsun Technology Services

Founded

2005

Country

India

Website

www.natsun.net

Vendor Details

Company Name

ProTracker Software, Inc.

Founded

1997

Country

United States

Website

www.protrackerrmd.com

Product Features

Donation Management

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

Nonprofit

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

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