board-of-trusts

Board of Trusts

The Board of Directors of City Trusts (BoDCT) in Philadelphia came to us with a need for a better way to manage money that has been willed to the city for providing the less fortunate with heating fuel.

Our solution was a system that stores and manages benefactor applications, willed fund balances and transactions throughout the heating season accessible to both the BoDCT and their oil providers (for reporting delivered amounts of heating oil). Due to the nature of the physical applications, close consideration was paid to managing the applications themselves and methods available for submission. All providing an accessible, digital audit trail from applicant to fund to oil provider.

The project as a whole has saved the BoDCT resources is staffing, time, and expenditures.

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