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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Nonprofits, Municipal Governments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$42.00/month
Monthly licensing fees. Bundles discounts available.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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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Fund EZ

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Agilon One

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Donation Split

Cloud for Good
Denali Fund

Denali Fund

Cougar Mountain Software

Categories

Categories

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Integrations

Diversified Billing
FastFund Nonprofit Fundraising
Martus

Integrations

Diversified Billing
FastFund Nonprofit Fundraising
Martus
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