Organize

FAQ: Can I Reactivate a Fund That Has Been Closed?
Answer:  Yes. To reactivate a fund simply go to the FUND PROFILE for that fund (under ORGANIZE > FUNDS) and scroll to the bottom of the FUND PROFILE. Cl...
Tue, Nov 3, 2020 at 10:12 AM
FAQ: Is There an Easy Way to Assign a New Fund Category to Particular Funds?
Answer: Yes!  Even if you add a new fund category after your initial data load, it is very easy to make sure it is attributed to the correct funds.  FUND C...
Mon, Oct 12, 2020 at 3:18 PM
FAQ: Can I Delete a Fund?
Answer: Yes! As long as the fund has no transaction history and no endowment history.
Mon, Oct 12, 2020 at 3:19 PM
FAQ: Can I Move a Fund From One Investment Pool to Another?
Answer: YES! You can reassign Investment Pools for funds with no fund activity, investment pool units, or pooled market value. If there is fund activity, i...
Mon, Oct 12, 2020 at 3:20 PM
FAQ: How Do I Update the New Liquidity Field For My Investment Managers?
Answer: You can update the new Liquidity field manually for each of your Investment Managers.  If that's not practical for you, Fundriver Support is ha...
Mon, Oct 12, 2020 at 3:28 PM
FAQ: How Many Characters Fit...?
Ever wonder how many characters fit in those fields in your database?  You're not alone!  Check out this article for more info. GLID 255 Aux I...
Tue, May 19, 2020 at 4:06 PM
FAQ: What Happens to a Fund Balance When I Deactivate a Fund?
Answer: When you deactivate a fund, Fundriver automatically creates transactions to zero out of the historical gift and market value for that fund. What ...
Mon, May 11, 2020 at 3:26 PM
FAQ: When I Deactivate a Fund, A Message Appears Indicating It Is 'Pending Closure'. How Long Is It Pending and What Does That Mean?
Answer: The fund will only be pending closure within the current period in which the fund is "Deactivated". This will prevent any transactions fr...
Mon, May 11, 2020 at 3:27 PM
FAQ: Where Do I Go To Change a Spending Rule Percentage?
Answer:  The spending percentage is found under ORGANIZE > SPENDING RULES. Select your spending rule from the dropdown and that will give the configurati...
Mon, May 11, 2020 at 3:28 PM
Fees: Creating and Assessing Fees
Fee schedules are set up to record administrative fees that are charged to pooled funds (typically 1% of endowment balance or less).  The administrative fee...
Fri, Jun 12, 2020 at 2:26 PM