Place2Give releases version 1.0 of Advisor Toolbox philanthropic advising tool

The philanthropic advising tool features new integration with CRM Systems

Calgary, Canada, September 30th, 2013 – Place2Give, the leader in Canada’s charity big data space, announces the release of version 1.0 of their Advisor Toolbox. This unique charity data tool for financial and legal advisors now features integration with CRM systems.

The Advisor Toolbox allows legal and financial advisors to easily manage multiple clients’ social investments within their CRM systems, with the direct result of increased client base and assets under management. Additionally, the Advisor Toolbox allows its users to easily access the valuable data on Place2Give which helps to further facilitate the conversations they need to have with their clients around philanthropic giving. With the Toolbox, advisors can personalize the charitable experience with their clients. Currently the Advisor Toolbox features integration into SugarCRM. A stand-alone web-based solution that is accessed through the customized Place2Give API’s has also been developed.

Place2Give’s Advisor Toolbox is the only philanthropy tool of its kind in North America. It has multiple components including data sorting and counsel, comparison reporting, cash and securities transactions, and insurance certification. The Advisor Toolbox also lets users set up giving strategies and private family foundation/charitable trust business plans and processes. All of these features have been designed to assist Place2Give Advisor Toolbox users work effectively with their clients to make informed decisions about charities.

“Our technology team has been working on this latest release to the Advisor Toolbox for some time and have based the requirements on industry feedback,” said Gena Rotstein, Founder & CEO of Place2Give.  “The Place2Give Advisor Toolbox facilitates the social capital and philanthropy conversations resulting in demonstrated increased assets under management, longer and more meaningful multi-generational client retention and allows advisors to demonstrate fee value.”

To learn more about the Place2Give Advisor Toolbox, click here:
place2give.com/AdvisorToolbox/demo.aspx

For more information about Place2Give, to inquire about investing in the company or to sign-up for a free account visit www.place2give.com.

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Contact:
Karine Aviv                                                                                                                        
Dexterity Ventures Inc.                                                                                                
+1 (866) 936-GIVE or +1 (403) 909-8235                                                 

 

Meghan Somers

 The Agency

+1 (587) 899 0615

meghan at theagencyinc dot ca

                                                                         

Notes to Editors:

Dexterity Ventures Inc.
Place2Give was developed by Dexterity Ventures Inc. Dexterity Ventures Inc. focuses on creating leading edge technologies that support the philanthropic and social visions of individuals, families and businesses supporting North America's charitable sector. Dexterity Ventures operates Dexterity Consulting, Canada’s first philanthropic brokerage firm, and Place2Give.

Place2Give is a donor-centered charity search engine. It provides donors with the tools they need to search, evaluate and give to Canadian and American charities that align with their passions. Place2Give is tackling a number of goals: to integrate big data for the North American charitable sector using our algorithms and prescriptive data analysis; to provide a valued resource for donor decision making; to improve financial advisors’ workflow pertaining to their clients’ philanthropic investments; to help charities articulate their Key Performance Indicators; and to provide third parties aggregated data on the charitable sector.