BTComplete

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

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
  • It 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

 

Schedule a Demo

Contact us today to schedule a demonstration of BTComplete

​Melissa Stover, Esq., CCTS

Vice President
Sales Manager
Toll-Free: 1-855-829-8068
MStover@BankersTrust.com​

​Denyce Doubleday
Vice President
Phoenix
(602) 224-2042

 

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Resources

Hear from our experts through e-newsletters and our other publications.

Newsletters
Legacy Newsletter
Investment Insight Newsletter

Publications
Bankers Trust Annual Report
LEAD Magazine

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.
BTComplete