Endowment Fundamentals for every team member!
January 18, 2023 by Cosley Campbell, RYT
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.
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.
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.
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.
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.
(513) 618-8718 Ext. 1004
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