Endowment Manager

Overview

Endowment Manager (Endowment Management) is a database application used to manage and track institutional endowment funds. Covered under the MS SQL Server 2014 environment, the system supports the recording, monitoring, and reporting of endowment financial activity, fund restrictions, and related stewardship information.

Key Features

  • Endowment Fund Tracking: Maintains detailed records of individual endowment funds, including balances, activity, and fund purposes.
  • Restriction Management: Tracks donor-imposed restrictions and designated uses to help ensure funds are used in accordance with agreements.
  • Financial Activity Monitoring: Records contributions, distributions, earnings, and transfers associated with endowment accounts.
  • Reporting Capabilities: Provides reports to support financial review, compliance, and stewardship reporting.
  • MS SQL Server Integration: Operates within the MS SQL Server 2014 environment to support secure data storage and reliable system performance.

Benefits

  • Improved Financial Oversight: Centralizes endowment data to support accurate monitoring and informed financial decision-making.
  • Compliance Support: Helps ensure endowment funds are administered according to donor intent and institutional policies.
  • Operational Efficiency: Streamlines tracking and reporting processes related to endowment management.
  • Accurate Recordkeeping: Maintains consistent historical records of fund activity for audit and reporting purposes.
  • Secure Data Environment: Leverages institutional database infrastructure to help protect sensitive financial information.
Available to

Endowment Manager is available to authorized finance, advancement, and administrative staff responsible for managing and reporting on institutional endowment funds. Access is granted based on job role and business need.

Cost

This service is provided at no additional cost to eligible* individuals or departments, as it is institutionally supported within the institution’s database environment.

*Questions regarding access or eligibility, please contact the ITS Service Desk*