Technology

The cornerstone of RenPSG’s value is our Client Services, but the way we deliver that is through our Technology Center of Excellence (CoE). We are always striving to deliver the most accurate, timely information possible to our clients through our online interface in a way that is intuitive enough for a new donor to appreciate, while robust and sophisticated enough for our large institutional clients.

RenPSG’s proprietary accounting software was developed in-house and integrates seamlessly with our online client interface. The two systems work hand-in-hand to offer visitors secure, accurate account information at the click of a mouse.

Accounting Solution & Security

RenPSG’s accounting software was designed and built to accommodate all of the complex requirements necessary to provide impeccable administration services for all charitable gift types. Our data center has been ISO 20000-1 and SSAE 16 Type II certified and is monitored 24/7 365 days a year. It has all of the power, management, environmental controls, physical and logical security, and trained personnel to meet the certification requirements. We also have a secondary disaster recovery site that is networked into our data center with redundant network connectivity. This enables us to provide 99.9% application availability to both our internal and external clients.

Online Client Interface

RenPSG’s online client interface offers donors, advisors, trustees and more the ability to view accurate, timely account information on a secure, easy-to-navigate platform. Different gift types allow different levels of online functionality. Access is defined by the account creator and offers different levels of interaction based on role type (e.g., donor, trustee, advisor, interested party, etc.). For example, a donor’s functionality includes the ability to view a history of all disbursements and contributions, the current value of asset holdings, current roles on record, ability to submit a grant, ability to provide information about a contribution and more.

The client interface for institutional staff offers the same type of information available to donors, advisors and trustees, in addition to much more! RenPSG has designed streamlined workflows to allow for new account set up, management of constituent information, processing of contributions and disbursements, and provide reporting. Additionally, we have integrated our grant process with GuidestarTM, the only pre-grant due diligence product that is 100% compliant with increasingly complex IRS requirements.

RenPSG’s online client interface allows institutional clients to determine the security parameters for their custom-branded website, including the ability to establish user permissions to provide for separation of duties. This allows the online interface to remain in compliance with your existing security controls.

To speak with one of our charitable planning experts and begin designing a custom solution to meet your financial and charitable goals, Contact Us and we will get to work building a customized plan.