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Yes. Heritage Planning utilizes enterprise-grade bank encryption (AES-256) for processing dues, bank ACH transfers, and transactions. We do not store sensitive payment details locally, ensuring compliance with global PCI-DSS security standards.

When a chapter elects a new treasurer or a family appoints a new coordinator, you initiate a secure Transfer of Governance. This securely migrates the administrative dashboard and historic ledger records to the new leader’s credentials, ensuring that years of organizational history and files are never lost or locked on personal devices.

For Divine Nine organizations that have signed enterprise agreements with our team, we offer direct API syncing. This automatically imports national database updates, initiate lists, and membership status records to the local chapter directory.

Collection fees vary by plan. For Greek D9 Operational OS, processing fees are just 0.9% plus standard credit card processing rates. Reunion packages offer flat event rates with processing fees ranging between 1.2% and 2.0% depending on scale. Standard ACH bank transfers are always a flat, low-cost payment option.