Over 65% of the TRUSTprocessor client base is foundations, and most of our new development will be optimized for foundations. The software includes modules for pooled funds, beneficiary checks, expense checks and spending plans. Accounts can also hold individual assets, either marketable or non-marketable. Common account types are investment agencies,CRUTs, CRATs, chartiable gift annuities, revocable trusts, estates and endowment accounts.
TRUSTprocessor prepares reporting for beneficiaries, board committees, auditors and the IRS.