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Anyone who has worked with endowment spending knows one thing to be true: there are as many ways to apply a spending policy as there are non-profit institutions. With practices related to spending varying so widely, it’s almost impossible to determine what is an industry “best practice.” 

Let’s leave aside actual spending calculations (we’ll save the Yale Method for another day) and explore the concepts of applying either a time/date bound restriction or an amount bound restriction on spending. In Fundriver Balance, we call these “Authorize Dates” and “Reinvest Thresholds.” I’ll define each of these terms below. 

Read more about "Waiting to Spend: Endowments Bound by Time or Amount Specifications " >
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Fundriver offices will be closed Friday, December 24th through Friday, December 31st
If your request needs immediate attention during this closure, please indicate that within the ticket or email subject line and we will make sure you get in touch with someone.  All other requests will be addressed when the team is back in the office on Monday, January 3rd.

Happy Holidays from the Fundriver team!

Read more about "Holiday Closure" >
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November Holidays
Fundriver offices will be closed Wednesday, November 24th at 12pm Eastern, Thursday, November 25th and Friday, November 26th


December Holidays
Fundriver offices will be closed Friday, December 24th through Friday, December 31st
If you have a request that needs immediate attention during this closure, please indicate that within the ticket subject line.  All other requests will be addressed when the team is back in the office on Monday, January 3rd  

Read more about "Holiday Hours" >
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As you've heard, many of us here at Fundriver have worked in business and development offices for years.  We've been in your shoes and know you wear multiple hats on any given day.  Do you need to save time?  Are you still using spreadsheets?  Maybe you're up and running in Fundriver Balance but are still entering your activity manually?  Wherever you find yourself in the endowment equation, we can help!

Read more about "We can save you time!" >