Endowment Manager Small Nonprofit Lite Edition!
The Leading Endowment Information Management Solution

Detailed Profiles, History & Statements for Individual Endowment Funds and Donors

Build a comprehensive profile for each endowment fund over time, including donor specifics and restrictions, and summary or selective fund activity. Produce customized donor letters or statements, or link this information back to the donor management system for enhanced donor communication, as well as analysis for planning and fundraising campaigns

Review the transactional history of all investments

Track all investment funds, including limited partnerships, venture funds, mutual funds and automatically have performance and asset allocation reports available at any time. Track all transaction types, including allocated dividends, interest and investment fees, and capital gains.

Comprehensive Reporting Capability

Simplifies the complex and cumbersome reporting procedures that organizations are typically faced with when relying solely on complex and error prone spreadsheets. All reports may be exported in a variety of formats (including spreadsheets) allowing the information to be posted to a website or shared any way that you choose.

Improved Productivity, Accuracy and Security

Implemented through the use of single point data entry, a secure reliable database, data exchange, and selective data sharing. Allowing you to eliminating many of the manual errors and other risks commonly associated with spreadsheets.

Because the Endowment Manager Lite Edition is based on software used in organizations with very large endowments and numbers of funds, you are assured that this solution is capable of growing with your organization.