NEW Spending Interface
Income/Spending distributions can be done three different ways in Fundriver. 1) You can automate the spending process (Automated Method), or 2) You can ente...
Wed, Jun 9, 2021 at 1:08 PM
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 fund...
Mon, Jan 3, 2022 at 2:58 PM
Distribution Process The following is only applicable to clients who have upgraded to the new spending interface. We are processing a wait list for curren...
Wed, Apr 22, 2020 at 2:20 PM
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, ...
Mon, Mar 22, 2021 at 1:58 PM
Fundriver’s new Spending Interface allows for the option of assigning a Secondary Spending Rule to funds, which is otherwise known as a Supplemental Distrib...
Fri, Dec 18, 2020 at 11:59 AM
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 fund or...
Fri, Dec 18, 2020 at 12:02 PM
This illustration will show how, for a client that has distributions impacting unit price instead of units, excluding funds from participating in a spending...
Fri, Dec 18, 2020 at 12:04 PM
Ever wonder how Fundriver is calculating your estimated spending behind the scenes? Our drill down report found within the Estimated Spending Report (with C...
Fri, Aug 20, 2021 at 10:57 AM