Endowment Management

 

Designed for Higher Ed, Healthcare, Foundations, and Federations

 

Want to manage and track your endowments more efficiently?

Wish you could produce timely and trustworthy stewardship reports for your donors?

Are stakeholders asking for Online access to reports and information?

 

Managing endowments can be an extremely difficult task, and many institutions rely on spreadsheets or disparate systems to allocate endowments and track critical financial balances/activity at the endowment level.  Fusion Labs’ comprehensive Endowment Management solution can ensure timely and accurate endowment calculations and reporting which demonstrate the highest level of accountability

 

When combined with Spectrum Web from Fusion Labs, internal/external stakeholders can access critical endowment information and reports Online.   Users can also make grant recommendations Online.

Endowment Management helps you efficiently manage your endowments by:

  • Maintain complete accounting and track the financial performance of endowed funds

  • Choose to manage endowments through unitization or proportional average daily balance.

  • Access an endowment record to view the purpose of an endowment, assigned manager, investment pool(s), key contacts, attachments, notes, activity, and history

  • Allocate investment income, fees, and spend policy while supporting exceptions

  • Rebalance endowments against investment targets or cash

  • Create stewardship reports and identifies trends and patterns

  • Reduce the risks associated with accounting for endowments

  • Rapidly respond to requests and provide Online access

 

Integrates with Blackbaud’s Raiser’s Edge, CRM, and Financial Edge

To learn more about how we can help you better manage your endowments, contact us. 

Fusion Labs  Expertise

 

Fusion Labs project management and business analysis practice provide superior talent, capabilities, dedication and consulting acumen. Expert project managers and business analyst professionals deliver first-class solutions and continue to be client-focused and results driven.

 

Fusion Labs has extensive experience in managing technology projects nationally as well as globally.

 

Our team includes IT professionals with healthcare, retail, manufacturing, energy, nonprofit and other industry backgrounds. We leverage our large knowledge base and technical resources to deliver quality project management initiatives that seek to reduce costs, increase performance and maximize efficiency within your organization.

WE CAN HELP

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