We are partnering with Stellar Technology Solutions for our accounting and reporting needs. This means expanded services and benefits for you, our account holders:
- Fully web-based, 24/7 access for foundation fund-holders via their respective portals
- Ability to initiate deposits and withdrawal requests online with ACH capabilities
- Multi-level, flexible statements at client foundation level
- Real-time transactions/audit trail
- Instantaneous data and tracking
- SSAE-18 audit/control compliance for both Stellar & colocation data centers
In preparation for the transfer of accounting, there are two important items for account holders to be aware of:
- All deposits and withdrawals to be made in 2020 must be completed by December 12
- Any gifts of stocks to accounts need to be completed by December 12
We will be transitioning the system in the second half of December, and accounting will go live January 1, 2021. Access to accounts online should be available in March, and training will be scheduled for account holders.
If you have any questions about December deposits or withdrawals or our new accounting system, please contact Jana Purkis-Brash.