NatNGO

NatNGO

Natsun Technology Services
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

NGO Software helps in managing non-profit organizations. NGO Software connects all departments together namely Projects, Beneficiary, Donors, Staff and so on. NatNGO can help you improve your efforts to attain your organizations goals. Maintain a Donor list with their information. Connect them with a particular project by setting up the duration and due dates or simply add the donations to an unassigned project. Generate reports for monthly or yearly payments and expenses. Reports for project list, donor list, staff details, beneficiary list etc. Payment information by cash, cheque, debit or credit card. Payment made against the due dates and for a particular project. Create main projects and its sub detailed project with cost and duration details.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Donation Management solution for communities

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Natsun Technology Services
Founded: 2005
India
www.natsun.net

Company Information

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

Alternatives

Alternatives

Giving Halo

Giving Halo

StartCHURCH
Millennium

Millennium

Momentive Software
Fringe Facts

Fringe Facts

Benefit Software
Charity Tool

Charity Tool

Charity Tool

Categories

Categories

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

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