Explore the practical tools PartnerTrac provides to help
organizations manage contribution records with greater
clarity, control, and confidence.
Practical Tools for Keeping
Your Records on Track.
PartnerTrac helps you maintain organized partner records
while keeping contribution activity connected to the
people who made it.
Give each partner an organized record where important
information and contribution history can be maintained
and accessed when needed.
Maintain a clear record of giving throughout the year,
whether contributions are entered directly or brought
into PartnerTrac from another source.
Keep People and Their Records Connected.
Partner Management
Contribution Tracking
Keep using the payment and giving systems that work for your
organization. PartnerTrac gives you flexible ways to bring the
resulting contribution records into one organized history.
Contributions may come from several places throughout the
year. PartnerTrac gives you practical ways to bring those
records together without requiring your organization to
abandon the systems it already uses.
Once those records are inside PartnerTrac, they become part
of the organized contribution history connected with your
partners and available for the administrative work that
follows.
Bring Contribution Records In Without Rebuilding Your Process.
Turn the contribution records maintained in PartnerTrac
into useful statements, reports, and administrative information.
Prepare statements from the contribution history
already maintained inside PartnerTrac.
Give administrators a clearer picture of the
contribution records maintained within the organization.
Stay Ready Throughout the Year.
Giving Statements
Organized Reporting
PartnerTrac is designed for more than storing records.
It provides an organized environment where authorized
people can carry out their responsibilities while
important administrative functions remain controlled.
Organizations can establish users with appropriate
levels of access, helping everyday work remain simple
without giving every user control over sensitive
administrative functions.
Maintain the information associated with your
organization and its PartnerTrac account.
Add authorized organization users and manage
who can access the platform.
Separate everyday user functions from
organization-level administrative controls.
Keep each organization's partners,
contributions, and account information
associated with that organization.
Password management, authenticated access,
and session controls help protect access
to organizational records.
Give the Right People the Right Access.
Organization Profiles
User Management
Role-Based Access
Organization Separation
Account Security
Bring your partner information, contribution records,
imports, and statements together in one organized platform
designed to make everyday recordkeeping more manageable.
Better Records. Simpler Administration.