Endowment Manager
Endowment Manager™ software serves as a specialized management tool tailored for endowment and restricted accounts. It integrates seamlessly with existing financial systems, enabling efficient tracking of fund transactions, compliance with spending rules, and customizable reporting. By facilitating effective stewardship, it enhances donor relationships through precise feedback on fund performance and utilization.
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Top Endowment Manager Features
- Auditable subsidiary ledger
- Integration with existing systems
- Unitization of investment pools
- Configurable distribution rules
- Compliance tracking features
- Fund restriction management
- Detailed fund transaction tracking
- Stewardship reporting capabilities
- Comprehensive endowment reporting
- Underwater fund monitoring
- Customizable chart of accounts
- Adaptable account structures
- Batch transaction processing
- Direct data import from custodians
- Fund movement allocation settings
- Account reclassification options
- Performance feedback for donors
- Endowment donor cultivation tools
- Efficient fund management solutions
- Simplified information integration
