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BTComplete

BTComplete
BTComplete

BTComplete

The online solution for nonprofit organizations.
Charitable giving and donor management made easy.




Overview

Bankers Trust recognizes that nonprofit organizations are looking for a donor management system that can be customized to their unique accounting and custody systems. Bankers Trust is proud to offer BTComplete as a cutting-edge technology solution for nonprofit organizations.

Charitable Giving Solution
Enables nonprofits to efficiently manage:
- Donors' contributions and distributions
- Fund valuations
- Payments to the community
Web-based platform to provide flexibility and ease-of-use



Features

  • Customizable Endowment "Toolbox"
  • 24-Hour Online Access for Donors
  • Automated Letter Production
  • Contributions/Withdrawals from the Fund
  • Unlimited Sub-Accounts per Donor
  • Viewing of Historical Activity
  • Electronic Statements
  • Ability to Future-Date Transactions
  • Multiple Fund & Sub-Account Recordkeeping
  • Electronic Fund Payment Integration
  • Fund Yields Displayed Online
  • Multi-Factor Authentication
  • NAV Valuation
  • Import/Export Capabilities



Benefits

  • Efficiency of one system that tracks and manages donor information and custody accounting
  • Open Architecture that integrates to general ledger
    and other accounting systems
  • Flexibility in customization to meet your growing needs
  • Custodian(s) of choice
  • Investment manager(s) of choice
  • Integrates with customer relationship management (CRM) systems for easy contact management
  • Customizable branding, allowing transparency for your donors
  • On-site and WebEx Demonstrations



Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.