ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

FanAngel supports several personalization features, including our most popular Team model which gives each player on a team a unique URL which displays that player's name, profile photos and fundraising goals. This form of personalization has been shown to nearly double donation rates and values. Most schools require a paper check. No problem. We send funds within a week of your end date. For booster clubs and club sports, it only takes a few minutes to set up an account with our credit card processor, where funds are deposited weekly (can be changed to daily, monthly or custom). FanAngel strictly follows IRS Compliance Laws to make sure donations remain tax deductible (when legally appropriate: rewards, auctions, and non-qualifying beneficiaries all affect deductibility). Ask Campaigns are traditional letter writing campaign with a twist.

About

Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Anyone looking for a fundraising solution

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

$895/user/year/1,000 RMDs
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

FanAngel
Founded: 2015
United States
www.fanangel.com

Company Information

ProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com

Alternatives

Snap! Raise

Snap! Raise

Snap! Mobile

Alternatives

Fringe Facts

Fringe Facts

Benefit Software

Categories

Fundraising Supported

Categories

Financial CRM Supported

Fundraising Features

Alumni Management Not Supported
Auction Management Not Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Not Supported
Donor Management Not Supported
Event Management Not Supported
Gift Matching Management Not Supported
Grant Management Not Supported
Membership Management Not Supported
Mobile Giving Not Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Not Supported
Raffles / Lotteries Not Supported
Recurring Giving Not Supported
Volunteer Management Not Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
Claim FanAngel and update features and information
Claim FanAngel and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information