Fundriver Blog

Development officers in non-profit institutions across the country are focused each day on one central priority: meeting their fundraising goals. These goals can range from the thousands of dollars to the billions with new programs, buildings, scholarships or research projects always in need of support.   

At Fundriver, everything we do is designed to help our non-profit clients steward their funds accurately and efficiently.  Our creative software solutions bridge finance and fundraising seamlessly. 

So, how do we do it?  

We have a few tricks up our sleeves...

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!

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. 

With your help, Fundriver is building a better Balance.  Our goal is to make Balance even better, while striving to enhance the user experience and maintaining the functionality you trust.

Fundriver offices will be closed Friday, December 24^th through Friday, December 31^st

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 3^rd.

Happy Holidays from the Fundriver team!

Where would your organization be without donors?  Donors are the glue, the peanut butter and jelly…  Keep your donors feeling special during the holiday season and year-round with wow-worthy donor reports.  They deserve it, after all, without them where would we be?

November Holidays
Fundriver offices will be closed Wednesday, November 24^th at 12pm Eastern, Thursday, November 25^th and Friday, November 26^th

December Holidays
Fundriver offices will be closed Friday, December 24^th through Friday, December 31^st
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 3^rd  

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!

Did you know that October is Cyber Security Awareness Month?

Here at Fundriver, we take cyber security seriously.  What a better time to share some interesting facts with our clients!