Fundriver offers a Donor Report to all users in their Stewardship report folder:


This report shows endowment fund purpose and performance for a single fund or all funds. To run for all funds, leave the Fund box blank. A donor report will populate for each fund, one per page. All reports from Fundriver can be exported to PDF, Excel or Word. This report can be customized to include a logo and footnotes. Below is a sample donor report and how standard Fundriver transactions map to the donor report. For clients who need more customizations for their Donor Reporting, make sure you check out Impact- our new product geared towards the Donor Relations professional.


 

 

Per Donor Report
Matching Fundriver Transaction(s)
Investment performance 
Administrative Fees


Expense


Income


Investment Fees


Realized Gains


Unrealized Gains
Withdrawals
Distributions



Transfers 
Cash Historical Gift Transfer


External Transfer In


External Transfer Out


Income to Principal


Internal Transfer
Contributions
Gifts


Pledge Payment
Ending market value
Market Value as of report run date



Ending contributed value
Historical Gift (aka Corpus, Principal) as of report run date

*Custom Donor reports may differ from the above mapping.