Nonprofit Organizations

Many Nonprofit organizations, such as churches and hospitals, have established pooled trust funds for various charitable or other purposes. Contributions into and withdrawals from the fund must be tracked, reconciled and posted. Also, earnings on the fund must be allocated to the participating sub-accounts periodically. Since the tracking of activity and earnings allocations form the basis of defined contribution administration, we have found that our software (and experience) can be easily adapted for any particular organization's customized record keeping needs.

As each type of fund and client in this area is unique, it is impossible to provide a standardized list of services that we provide. However, we have not had a request from a client that we could not eventually meet, with a little time, patience, perseverance and programming effort.