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Blue Simple Health Style Presentation

Summer weather isn’t the only thing coming in hot this month! Here are some helpful tips to stay cool in the heat of audit season.

  1. Get prepared - Effective planning can help your team stay on track and optimize productivity. Create realistic timelines and milestones for everyone involved. Give yourself, your team, and your auditors adequate opportunity to complete their tasks. Don’t forget to ...
Read more about "Get ready for audit season with these quick and easy tips!" >
Leverage Strategic Partners

Fundriver is a different kind of organization. We’re a group of real, authentic people who are here to support you. It’s probably going to sound cliché (oh, how 2021) but we meet each client, prospect, and team member where they are. 

Recently, I had to shop for a few new software tools (read tips for bringing on a new software) and the first thing I wanted to know was, how could I get help when I need it? Because few things are more frustrating than working on a project and having it come to a screeching halt as you wait days for support – if you ever hear back from them at all. That is not how we roll. 

Read more about "Why should you work with Fundriver? Because we’re different." >
20200323214142 GettyImages 1209904658

Just this week, we had a company-wide training about meetings. From the research we’ve done, meetings are a source of frustration for most of the population. As a matter of fact, in just the last 20 short months, the number of meetings in the general world of business increased by nearly 70 percent. Who's got time for that? Not us, that’s for sure! Did you know, on average, meetings cost about $50 per hour per person? That adds up to an estimated $37 billion lost each year as a result of unproductive meetings. 

Are you in the same boat, meeting-wise? Read on to see how we’re planning to spend less time around the virtual conference table and instead, make the meetings we do have more effective and productive.

Read more about "Please no, not another meeting! How you can take the pain out of these workaday gatherings" >

Bringing on a new software? Change can be a challenge, but follow these steps to keep it simple!

Does the thought of change or adding yet another tool to your arsenal make you want to run for cover?  We get that.  Being fully remote for 16 years, Fundriver has used our fair share of tools.  But don’t forget, we help clients get up and running with our products in just a few weeks.  Want to know how we do it? 

No smoke and mirrors here! 

Read more about "Tips for bringing on a new software" >

A recently released study by the National Association of College and University Business Officers (NACUBO) and TIAA showed that college and university endowments saw dramatic increases in investment returns, asset values and giving levels in fiscal year 2021, despite the uncertainties of the past two years.

Highlights of the study include:

  • A 15% increase in new giving with particularly strong results for small- and medium-sized endowments
  • Returns of more than 20% were reported for all endowment cohorts...
Read more about "New study shows healthy endowments in 2021 with possible stormy weather on the horizon" >
Email List Marketing data

Are you one of our clients with A LOT of funds to manage?  1 in 5 of our clients has over 1,000 funds!!  These clients are adding more than just a handful of funds to their Fundriver Balance database every month.  Let the Bulk Import do the work for you!  We know our clients are pros at working with Excel; with Bulk Import you can populate your data (hello, copy + paste) in the template and import all your new funds at once.  Entering all those funds manually every month can take hours. Save yourself time and reduce errors with the Bulk Import!

Read more about "Why we love Bulk Import (and you should too)!" >

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 " >