The standard Impact template includes a fund financial report.  Impact offers two options for financial reporting: 1) Endowment Only and 2) Endowment and Expendable Funds. 

 

Please note that the following are customizable to you and will be set up during the implementation process:

• Adjust field labels 
• Adjust order of fields
• Option to hide a row if the value is $0 (ie Transfers)

 

TEMPLATE OPTIONS:

• Endowment Funds Only: This version includes beginning and ending historic gift and market values, as well as projected distributions for the coming fiscal year.
• Endowment & Expendable Funds: This version drills into the detail of both the endowment and related spending funds, including activity in and out of the funds. User must subscribe to Fundriver's Expendable Funds Module for this report option.

 

The photo that appears at the top of your Financial Statement will be the same across all funds in the package.

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Endowment Funds Only

Endowment & Expendable Funds