Endowment Manager™
Benefits For Everyone
- Comprehensive reporting capability
- Eliminate reliance on error-prone spreadsheets.
- All data may easily be exported and interfaced with other systems.
Benefits For Investee Committee
- Easily report by investment type, asset class, and manager.
- Simplify the management of all your funds transactions.
- Track detailed or high level investment management data.
- Distribute income, gains, etc. easily.
Benefits For Finance/Treasury
- Easy setup and management of all endowment fund accounts including restrictions, department/purpose codes and account type
- Automated unitization of one or more investment pools
- Automated distribution of income, gains, unrealized gains and spending to each account
- Simplify the management of fund transaction through interfaces to your general ledger, accounts payable and development systems
Benefits For Fund User/Department
- Track Available Budget/ Spending
- Ensure Compliance with Donor Intention
- Cooperate on Donor Development
Benefits For Development Office
- Detailed Endowment Fund Profiles – a complete, up-to-date, easily accessible, history of each fund, including donations, expenses, performance, and restrictions
