Endowment Manager™
The Leading Endowment Information Management Solution

Endowment Manager™ software is a complete information management tool designed to help you and your entire endowment management team to maximize your endowment. Endowment Manager™ functions as a specialized, fully auditable subsidiary ledger, uniquely designed for managing information related to endowment and other restricted accounts. It is interfaced via auditable batch transactions with any of your current: general ledger, accounts payable, grant management or fundraising systems, and will accept data from your custodian or investment management firms directly.

Endowment Manager™ was engineered to complement and enhance your existing systems and processes in bringing more order to the complex area of fund account management, with the flexibility to provide:

• The ability to manage the unitization of one or more investment pools with varying distribution rules for shares, income, spending, and gains.
  
• Provides for native capability to easily map to your existing chart of accounts and will easily adapt to any account structures planned in the future.
  
• Complete compliance information for controlling and tracking fund account expenditures.
  
• Complete audited tracking of fund movements within accounts and account reclassifications.
  
• A stewardship module interfaced with development to provide the critical endowment feedback to those involved in cultivating endowment donors.
  
• Highly personalized up-to-date donor statements or fund profiles through your web site.

Endowment Manager™ will bring order, security, and efficiency to the administration of your institution’s endowment and all endowment-like (e.g., with some restrictions) funds. Endowment Manager™ was designed to simplify the complexities associated with managing and integrating the information required to manage your funds well.

Endowment Manager™ developed around six core capabilities.

• Help to maximize endowment investment performance.
  
• Manage restricted expenditures well.
  
• Manage all other aspects of compliance well.
  
• Maximize endowment donations*.
  
• Seamless integration of data into and out of all other systems.
  
• Comprehensive reporting for analysis and communication.
  

* Donors of large gifts can often give other large gifts. And, they tend to give again if they witness good stewardship of their earlier gifts, in the form of regular, accurate feedback that these gifts are appreciated, well-managed and meeting their philanthropic goals. Feedback of endowment performance is key to cultivating endowment donors. Endowment Manager 2008™ completes this information link in the most efficient and effective way.

Endowment Manager™ is easy to use and well documented. It includes a detailed manual and integrated help system, allowing new users to quickly become productive.