Method and system for accessing, managing and developing...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or...

Statutory Invention Registration

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Statutory Invention Registration

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H0002214

ABSTRACT:
A method for facilitating at least one donor's management of charitable monies held in at least one donor account is provided wherein the method includes the step of providing at least one central system having organization information regarding at least one philanthropic organization and donor account information regarding said at least one donor account. The next step includes inputting into said system a query requesting said organization information about said at least one philanthropic organization followed by retrieving and displaying said organization information. The method of present invention further includes inputting into said system a request to transfer said charitable monies from said donor account to said philanthropic organization and generating an order to transfer said charitable monies from said donor account to said philanthropic organization. The final step includes fulfilling the generated order to complete transfer of said monies.

REFERENCES:
NPO Solutions, Suggestion Central™, http://www.nposolutions.com/main/products/internet_services/Suggestion_Central.htm.
CFA/B2P, Impact Mgr™, http://www.cfamerica.org/page1576.cfm.
Arizona Community Foundation, dot.che™, http://www.dotche.org/static/who_we_are/about_dotche.shtml.
Guidestar, Guidestar Plus™, www.guidestar.org, www.guidestar.org.
BBB Wise Giving Alliance, National Charity Reports, http://www.give.org/reports/index.asp#S.
Independent Charities of America, Charity Reports http://www.independentcharities.org/search/findset.asp?Title=View+Our+Members.
American Institute of Philanthropy, Charity Rating Guide, http://www.charitywatch.org/ratingguide.html.
Fidelity Charitable Gift Fund, Fidelity-Branded Guidestar, http://www.charitablegift.org/resource/05_t3_eval_charities.shtml#.
Charity Navigator, Charity Search, http://www.charitynavigator.org/index.cfm/bay/search.alpha.htm.
Standard & Poor's, Charitable Organization Evaluation report.

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