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Endowment Manager
Small Nonprofit Lite Edition!
The Leading Endowment Information Management Solution
Previously available only to larger Educational Arts
and Community Service Organizations
With the Lite Edition of the Endowment Manager smaller nonprofits
may now utilize many of the same features and benefits previously
available only to large nonprofit organizations. The Lite
Edition will simplify, standardize and secure the way you
currently manage your endowment and restricted funds.
Advanced Investment, Donor, and Spending Administration
and Data Integration.
Investment and donor reporting and data integration are one of
the hallmarks of a well-managed endowment pool. The Lite Edition
streamlines many features enabling complex yet simple reporting
and analysis previously unavailable from most spreadsheet and
other endowment systems.
Spending Rules and Budgeting are easily set and managed on both
a global pool and individual fund level. Spending and net asset
restriction tracking to meet UMIFA, UPMIFA and FASB standards.
When you move to the Endowment Manager Lite Edition your
organization will enjoy enhanced budgeting, reporting and
monitoring capabilities while simplifying data entry and saving
time.
How You Qualify
- You are a registered 501c3 organization.
- Your endowment pool is approximately $25 million or less.
- You have 5 or fewer investment managers or accounts.
- Your endowment or otherwise restricted funds total 300
or less.
Straight Forward Qualified Pricing
The Endowment Manager Lite Edition is available at a single up
front price $6,000.
For an additional $1,200 annually thereafter your Endowment Manager
Lite System will be upgraded and kept up todate automatically.
You will also be entitled to download and incorporate new reports
and procedures as they become available. When you need it, additional
services and customizations are available at any time for an additional
cost.
Key Benefits
Easy Setup and Management
Endowment Manager Lite Edition includes easy to use wizards to allow you to configure your system and import your existing spreadsheet based account and balance data, without requiring IT support. Track an unlimited number of accounts, all fully interfaced with your General Ledger software
Standard General Ledger & Development System interfaces
are included at no additional cost
Of course as your endowment grows additional interfaces and customizations are available when you need them
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