Fundriver

Fundriver offers comprehensive tools tailored for non-profit institutions to streamline the management of endowment and restricted funds. The platform includes two main offerings: Balance for endowment accounting and Impact for donor stewardship.

Balance enhances collaboration and automates financial processes, providing features that simplify investment allocation management, audit preparation, and donor compliance. This results in significant time savings and reduces reliance on traditional spreadsheets. Users have reported high levels of satisfaction due to its user-friendliness and adaptability.

Impact, on the other hand, focuses on enriching donor relationships through robust stewardship reporting. It allows organizations to manage donor funds effectively while providing on-demand access to accurate data and the capability to generate visually appealing reports. This solution emphasizes the importance of exceptional donor experiences and improved communication.

With over 500 non-profits utilizing Fundriver's services, the platform has established itself as a leader in endowment accounting and donor stewardship over the past 15 years. Recently joining the EverTrue family has further expanded its capabilities. Fundriver also offers onboarding support, security information, and access to a resource center to assist users in maximizing their experience.