The Company
EndowmentSolutions headquartered outside of Boston, MA is a leading provider of endowment and restricted fund management software and services. Since 2000, EndowmentSolutions has been providing innovative software and services to the not-for-profit community, including colleges and universities, private schools, arts organizations, community foundations, social service agencies, healthcare organizations, and other types of charities and cultural institutions. EndowmentSolutions is led by an experienced management team with a history of success delivering software solutions to investment management firms as well administrative technology solutions to the education market. EndowmentSolutions has combined its experience in investment and accounting systems with an understanding of the not-for-profit administrative business processes to provide an innovative and comprehensive solution for the not-for-profit community.
The Solution
Building an endowment, through both endowment donations and return on endowment investment involves managing the process and flow of information across many systems and groups. EndowmentSolutions recognizes this increasingly complex and critical function of administering the endowment and managing the information and communication across the organization and to the donors. As a result, EndowmentSolutions has concentrated on providing a software solution to help organizations meet the challenges of managing and maximizing their endowment. ENDOWMENT MANAGER, EndowmentSolutions’ flagship product, has been designed to seamlessly connect the many business processes and players -Trustees and others on the Investment Committee; Finance/Treasury staffs; Development/Alumni Affairs staffs; and the staffs of departments using endowment funds. The software can selectively provide the information they need in order to work together toward the common goal of maximizing endowment outcomes over time. It interfaces with a nonprofit organization’s General Ledger and fundraising software to add the information layer needed to comprehensively and optimally support the process of building and managing the organization’s endowment.
LEARN MOREOur Clients
ENDOWMENT MANAGER has been successfully managing endowments since 2000. Today it is being used at many leading organizations. EndowmentSolutions’ success is dependent on the success of our clients. The ENDOWMENT MANAGER is delivered based on providing a client centric approach to every implementation:
- Ensuring the functionality supports the clients requirements
- Understanding and accommodating the clients unique business needs and processes
- Guarantying that clients are 100% satisfied with the implementation
- Providing ongoing business expertise and support
