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Provide insight into restricted and other funds outside of the endowment.

Provide insight into spending and other funds outside of the endowment investment pool by tracking and reporting on expendable activity and balances. Link an expendable fund to an endowed fund for full spending transparency (and an automated transfer of distributions) or manage stand-alone non-endowed funds. Run activity reports, produce automated budget reports, and create custom transaction types to suit your organization. Expendable fund activity and balances can be pulled into custom stewardship reporting so that your donors can see the full picture. Use with the Department Module and Fundriver Impact to provide a full picture to your constituents, internally and externally.

Want to learn more about how Balance combines endowment and expendable funds into one powerhouse platform?


We are very pleased with the Fundriver product – it has simplified our lives and given us timely, accurate data.

– Kathy Burkley, Financial Reporting, North Carolina A&T State University