Key Benefits
Endowment Solutions products and services can help you by providing comprehensive reporting capabilities and eliminating reliance on error-prone spreadsheets. Additionally all data may easily be exported and interfaced with other systems.
Investment 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.
LEARN MOREFinance/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
LEARN MOREFund User/ Department
Track Available Budget/ Spending Ensure Compliance with Donor Intention Cooperate on Donor Development
LEARN MOREDevelopment Office
Detailed Endowment Fund Profiles – a complete, up-to-date, easily accessible, history of each fund, including donations, expenses, performance, and restrictions
LEARN MOREWork with us. You won’t regret it.
What Our Clients Say
EndowmentSolutions’ success is dependent on the success of our clients.
“Endowment Manager will provide us with the tools necessary to improve our administrative processes allowing us to focus on increasing our endowment and utilizing the income generated to further strengthen the organization artistically”
Senior staff accountant, Opera
“The EndowmentSolutions’ team showed in depth knowledge of our accounting processes which made for a smooth setup. ”
CHIEF FINANCIAL OFFICER, PRIVATE SCHOOL
Contact Us
Interested in learning more about how our solutions can benefit your organization? Reach out.
