NPO Solutions for Advised-Fund Initiatives

Manage my foundation's various funds and endowments.

Advised-fund initiatives maintain numerous named-endowed and donor advised funds that benefit your community. With our Fund Management module in the Foundation Information Management System (FIMS), track gifts and pledges associated with every fund, record all grants ever made from every fund, and set fund-specific spending policies and administrative fees. This system also has full integration with our financial management system, allowing you to maintain separate general ledgers for each fund.

With FIMS, keep track of the donor's specific guidelines. When a gift is made to an endowment in memory of a loved one, FIMS will ensure the appropriate sensitive acknowledgements are sent to the donor, and even the family of the honoree. Quickly calculate how much is available to grant from any fund during any time period, as well as the balance of historic gifts and earnings.

Note: Use our online request form to request more information about any of our products.

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