OLD Spending Interface

How do I create income/spending distributions? (Old Spending Interface)
Income/Spending distributions can be done three different ways in Fundriver. You can automate the spending process (Automated Method) or you can enter t...
Wed, Jan 22, 2020 at 1:27 AM
How do I know if we have the New Spending Interface or the Old Spending Interface?
New clients as of the middle of January 2018 have the New Spending Interface turned on automatically.  If you'd like more information on this feature,...
Tue, Feb 11, 2020 at 9:32 AM
How do I set up a spending rule?
Spending rules dictate how returns on an endowment can be spent by an institution.  Organizations may apply one spending rule to all of their endowment ...
Wed, Jan 22, 2020 at 1:27 AM
How does the Yale Method spending calculation work?
The Yale Method spending rule is a blend of the average market value and prior year spending rules. It can be configured in Fundriver to work on the fun...
Wed, Jan 22, 2020 at 1:27 AM
When Distributions Impact Unit Price: What happens when funds in a pool participate in different spending rules
This illustration will show how, for a client that has distributions impacting unit price instead of units, excluding funds from participating in a sp...
Wed, Jan 22, 2020 at 1:24 AM