Endowment Manager

Endowment Manager

Endowment Solutions
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About

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. Manage the unitization of one or more investment pools with varying distribution rules for shares, income, gains, and spending. Easily map to your existing chart of accounts and adapt to any account structures planned in the future. Complete, detailed compliance information for controlling and tracking fund account restrictions and expenditures.

About

Nonprofit, fund accounting software designed for the unique fiscal challenges of nonprofits. The only SaaS solution that seamlessly integrates fund accounting, fundraising (CRM) and payroll in as single system. Generate FASB compliant reports, prepare for grant reports, audits and annual IRS 990. Provides proper stewardship of donor funds and transparency in financial reporting. Track all functional expenses, grants and program activity. Accounting modules include Accounts Payable, Accounts Receivable, Direct and Indirect Cost Allocations, Purchase Orders. Payroll gives the ability to allocate employee salaries and payroll taxes to programs based on hours worked or percentages. Fund Raising tracks all donor activity, send donation receipts and year end donor statements. Track fund raising activities to measure the effectiveness of all fund raising campaigns. Provides management with the tools needed to monitor all programs for sustanability of your mission.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment

Audience

Nonprofits, Municipal Governments

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$42.00/month
Monthly licensing fees. Bundles discounts available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 3.0 / 5
design 3.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • We left Abila MIP to go to this software for the two primary pros of this software: it’s online, and it’s affordable.

Cons

  • The user interface leaves a lot to be desired and the reporting functionality is no where near what Abila MIP offered.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Endowment Solutions
United States
www.endowmentsolutions.com/wp/endowment-manager/

Company Information

Araize
Founded: 1985
United States
www.araize.com

Alternatives

Alternatives

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Agilon
Donation Split

Donation Split

Cloud for Good
Denali Fund

Denali Fund

Cougar Mountain Software

Categories

Accounting Supported
Fund Accounting Supported
General Ledger Supported
Nonprofit Supported

Categories

Fund Accounting Supported
Medical Accounting Supported

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Activity Tracking Not Supported
Asset Management Not Supported
Bank Reconciliation Not Supported
Budgeting & Forecasting Not Supported
Compliance Management Not Supported
Donor Management Not Supported
General Ledger Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

Financial Management Features

Budgeting & Forecasting Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Not Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Nonprofit Features

Accounting Supported
Committee Management Not Supported
Donor Management Not Supported
Dues Management Not Supported
Event Management Not Supported
Fundraising Management Not Supported
Member Database Not Supported
Membership Management Not Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Fund Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Activity Tracking Supported
Asset Management Not Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Not Supported
Donor Management Supported
General Ledger Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Integrations

Diversified Billing Not Supported
FastFund Nonprofit Fundraising Not Supported
Martus Not Supported

Integrations

Diversified Billing Supported
FastFund Nonprofit Fundraising Supported
Martus Supported
Claim Endowment Manager and update features and information
Claim Endowment Manager and update features and information
Claim FastFund Online Accounting and update features and information
Claim FastFund Online Accounting and update features and information