ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
+
+

Related Products

  • GiveLife365
    11 Ratings
    Visit Website
  • Tremendous
    1,886 Ratings
    Visit Website
  • Transformify (TFY)
    58 Ratings
    Visit Website
  • DonorPerfect Fundraising Growth Platform
    2,401 Ratings
    Visit Website
  • Eventgroove
    13 Ratings
    Visit Website
  • Admiral
    74 Ratings
    Visit Website
  • Martus
    187 Ratings
    Visit Website
  • AgeChecker.Net
    3 Ratings
    Visit Website
  • CallHub
    428 Ratings
    Visit Website
  • CharityTracker
    1,429 Ratings
    Visit Website

About

Goodstack is a unified corporate-giving and impact management platform designed to simplify and scale charitable donations, grants, volunteering, and nonprofit/education verification. It combines a global database of verified causes (nonprofits, educational institutions, NGOs, etc.) with tools for donations, employee giving and matching, volunteering programs, grant management, and customer-facing donation experiences. Goodstackโ€™s verification module handles due diligence for nonprofits and educational organizations, reducing friction and fraud risk for donation or discount programs, and enabling companies to confidently vet beneficiaries worldwide. Through APIs or hosted components, companies can embed donation flows into their products or workflow, for example, by offering discounts or benefits to verified nonprofit/education organizations, enabling customers to donate at checkout, or powering employee-giving campaigns with matching.

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

Companies, nonprofits or platforms wanting a solution to embed a global, scalable and secure corporate-giving system

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not 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 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

Goodstack
Founded: 2017
United Kingdom
goodstack.io

Company Information

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

Alternatives

Alternatives

YourCause

YourCause

Blackbaud
Fringe Facts

Fringe Facts

Benefit Software
POINT

POINT

Point

Categories

Categories

Financial CRM 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 Goodstack and update features and information
Claim Goodstack and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information