Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Endowment Manager™ software serves as a comprehensive tool for managing information, aimed at empowering you and your endowment management team to optimize the performance of your endowment. This software operates as a specialized and fully auditable subsidiary ledger, specifically tailored to oversee information associated with endowment and other restricted accounts. It seamlessly integrates with any of your existing systems such as general ledger, accounts payable, grant management, or fundraising through auditable batch transactions and can directly receive data from your custodian or investment management firms. The software enables the management of multiple investment pools with diverse distribution rules concerning shares, income, gains, and spending. Additionally, you can easily align it with your current chart of accounts and make adjustments for any future account structures you may implement. Moreover, it provides thorough compliance information, which is essential for effectively controlling and monitoring fund account restrictions and expenditures while ensuring transparency and accountability. This makes Endowment Manager™ an indispensable asset for your financial management needs.
Description
The primary aim of a non-profit organization is to provide support to those in need. However, it's crucial to recognize that funding for these valuable services does not come easily. To effectively sustain your organization’s mission, it is essential to invest in reliable fundraising software that can keep track of your donor relationships, oversee financial activities, and facilitate your fundraising events. Enter 360° Solutions – a fully integrated system offering Windows, Web, and Mobile capabilities, designed to assist you in managing all facets of your organization. With tools for donor management, proposal tracking, volunteer coordination, and endowment fund oversight, 360° Solutions equips you with the necessary features to thrive. Beyond supporting your office staff in their daily tasks, the Mobile 360° fundraising platform enables executives and board members to promptly access critical donor and campaign data right from their smartphones, ensuring they stay informed and engaged in real-time. This level of accessibility significantly enhances decision-making and strengthens the organization’s outreach efforts.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Endowment Solutions
Country
United States
Website
www.endowmentsolutions.com/wp/endowment-manager/
Vendor Details
Company Name
Dynamic Data Concepts
Founded
1995
Country
United States
Website
www.dynamicdataconcepts.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
Fund Accounting
Accounts Payable
No
Accounts Receivable
No
Activity Tracking
No
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No
Nonprofit
Accounting
Yes
Committee Management
No
Donor Management
No
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
No
Membership Management
No
Social Media Management
No
Volunteer Management
No
Product Features
Fundraising
Alumni Management
Yes
Auction Management
Yes
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
No
Grant Management
No
Membership Management
Yes
Mobile Giving
No
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes