The Fund For Philanthropy allows your organization to implement a customized white-labeled accounting environment in which all finance and accounting related data, transactions and entries flow seamlessly from multiple points of entry in their respective operational areas to the finance and accounting component of the foundation system.
Major strengths of a custom iPhi Core application include:
- Online Donor Access
- Online Private Labeled Fund Statements
- Donor Relationship Management
- Grants Distribution Management
This fully integrated online charitable management platform supports the administration of all major planned giving account types and the management of related transactions and communication.
iPhi Core supports an unlimited number of users, and supporting organizations/staff members associated with your foundation.
Here are the forms you’ll need to open your account:
* All money and property transferred to The Fund For Philanthropy shall be an irrevocable gift to the charity. The charity shall hold, manage, invest and reinvest the Fund, shall collect the income and shall pay and disburse the net income and principal therefore exclusively for general charitable uses and purposes, in accordance with the provisions specified in the Articles of Incorporation of the charity. The Articles of Incorporation have been adopted by the Board of Directors of the Charity, and their provisions, as they may be amended from time to time, are hereby incorporated by reference and conclusively assented to and adopted. The phrase “charitable uses and purposes” shall be defined as all of those activities, uses and purposes described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”).
How do I start a fund?
A donor enters into an agreement with The Fund For Philanthropy. Our staff will assist you with the process. Please call Tony Suber at (404) 825-9529 to get started.
What if I already have a private foundation?
Not a problem. Our Giving Advisors can walk you through the process of dissolving your private foundation and transferring those charitable assets into your newly created donor advised fund.