Skip to Navigation Skip to Content

Supplemental Services

Short on time or resources? Want a more personalized experience? Fundriver can help!

 

Implementing and working in a new software can be an adjustment! To help you optimize your investment in Fundriver, we offer a variety of services to ensure that you have what you need to succeed. We recognize that each non-profit is unique; our team of experts are eager to assist you in getting your software up, running, and working specifically for you and your organization. 

All Professional Services noted above are available for an additional fee. Please reach out to us today for a customized quote.

                                                                                                           

                                                                                                           

Full Service Implementations

You provide us the raw data, we work with you to organize it and set up your database to your specifications.

                                                                                                                                                                                                                       

Custom Reporting and Processing

Balance can be programmed to handle spending rules and fees outside of our standard processing. Fundriver Support can provide a quote based on your unique needs, or suggest the closest standard set up!

Report customization is also available. Use a standard Balance report as inspiration or design your own. We work with you to get you the data you need, in a format that works.

                                                                                                   

                                                                                                   

Training

Fundriver Balance experts can provide general endowment accounting training or Balance-specific training, either online or on-site. Get your new users up to speed or hone your Balance skills quickly with a personalized training plan!

                                                                                                                 

                                                                                             

Consulting 

Our specialists can advise on endowment accounting best practices, either remotely or on-site. We can also help you get your data ready to implement Balance, provide data clean up assistance, or collaborate with you to establish internal policies and procedures.

Set up a consultation with one of our endowment experts!

The Fundriver team is very knowledgeable and does a great job working through a scenario with us to make sure they really understand our needs before deploying a solution.  Gone are the days of a 1000 row spreadsheet! 

– Kierstin Sykes, Controller, UC San Diego Foundation