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.

Learn More

Key Features

Flexiblility

Manage the unitization of one or more investment pools with varying distribution rules for shares, income, gains and spending.

Integration

Easily map to your existing chart of accounts and adapt to any account structures planned in the future.

Powerful Compliance

Complete, detailed compliance information for controlling and tracking fund account restrictions and expenditures.

Detailed Management

Complete audited fund transaction tracking, individual fund spending rules and configurable allocation of fund movements within accounts and account reclassifications.

Endless Visibility

Stewardship reporting providing the critical endowment feedback to those involved in cultivating endowment donors.

Real-time Reporting

Comprehensive reporting across all aspects of the endowment pool including; transactions, restriction balances, underwater funds, budgeted draw.

Core Capabilities

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.

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

Download more information today

DOWNLOAD BROCHURE

* 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™ completes this information link in the most efficient and effective way.