Endowment Fundamentals for every team member!
January 18, 2023
by
Cosley Campbell, RYT
Everything’s better when your numbers are in Balance.
Balance saves you time and gives you the automation and accuracy you need to streamline your workflow, simplifying audits and ensuring donor compliance.
The result? A customized accounting solution that makes your day easier and more efficient, and an experience that just plain makes your day.
Benefits of using Fundriver Balance
A Better Way to Work Together
Improve collaboration with seamless workflows and enhance partnerships across departments.
Reporting Made Easy
Take control of your reporting with automated ease and make audit season a breeze.
On-Demand Access
Ensure donor compliance and accurate fund management with access to timely data when you need it.
Everything in One Place
Access all the financial data you need, all in one simple web-based platform.
It's called Balance for a reason.
Equal parts speed, accuracy and unprecedented control, Balance will fundamentally transform the way your team manages endowment and other restricted funds. Our team of experts will provide a seamless experience, making sure you have what you need to get your job done, every step of the way.
It's simple.
Automated Accuracy
Set up multiple spending rules, assign funds, and let Balance do the work. Distribute based on donor specifications and your spending policy, even transfer into expendable funds automatically. Our reports help you proof out your calculation to the penny.
Save Time & Stress
Post investment allocations to your funds seamlessly at the pool or manager level and be ready to run your reports in minutes. Time and sanity saved, and no more messy spreadsheet calculations.
All in Just a Few Clicks
Ditch spreadsheet manipulation with our reporting suite! Estimate your spending, confirm fund balances, and get prepped for audit, all with a few clicks. Export into Word, PDF, or excel for easy delivery or additional manipulation, or publish your reports to our Department Module so your internal stakeholders can run them at their convenience.
Available Add-On Features and Services
For organizations with more advanced requirements to accommodate, Fundriver offers additional add-on features and modules that provide advanced capabilities and functionality to streamline the management of endowments on a more complex scale.
Department Module
Increase fund transparency within your organization with automated reporting.
Expendable Funds Module
Provide insight into funds outside of the endowment.
Investment Portfolio Module
Comprehensive data on all of your investment managers at your fingertips.
Additional Features
Additional functionality to help streamline your operation.
We are excited to announce that Fundriver has joined the EverTrue family!
Ready to transform the way your finance team works? Connect with Aaron to learn more about Balance.
Aaron Dotson
Sales Engineer
(513) 618-8718 Ext. 1004
aaron.dotson@evertrue.om
Our unitization process is considerable faster and more efficient. The Fundriver reports are used widely across campus thereby increasing endowment communication and transparency. It has proven to be an excellent tool for our University in so many ways.
– Caroline Wilhelm, Treasurer, Loyola Marymount University
From the Fundriver Blog
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