Organize

How Do I Add a Fund?
Every transaction entered into Fundriver must be connected to a fund. Funds are created in Fundriver during the implementation process (using the Data Load ...
Tue, Jan 26, 2021 at 12:48 PM
How Do I Add a New Asset Class?
If you add a new manager to the Investment Portfolio Module or need to reclassify a manager to a net asset that doesn't currently exist in your system,...
Mon, Oct 12, 2020 at 3:38 PM
How Do I Attach Documentation to a Fund?
Relevant documents, such as donor intent documentation, gift agreements, legal documents, etc. are able to be attached to their corresponding funds in Fundr...
Tue, Nov 24, 2020 at 1:15 PM
How Do I Create a New Investment Pool?
If you need to create a new investment pool after your initial setup in Fundriver, you can do so within the Fundriver interface. See below for instructions....
Wed, Mar 3, 2021 at 1:41 PM
How Do I Deactivate/Close a Fund?
Need to close a fund? Follow along with our short video or see the step by step instructions below on how to proceed. The steps outlined below are for ...
Thu, Jul 1, 2021 at 11:38 AM
How Do I Merge Funds in Fundriver?
A merge funds feature is available in Fundriver. Using this feature will automatically create system generated transactions to move the historical gift bala...
Thu, Jan 28, 2021 at 3:38 PM
How Do I Populate Fund Profile Drop Downs?
The Fund Profile in Fundriver has several user-specific fields (attributes) that can be used to track things such as Net Asset Classification, the departmen...
Wed, Feb 3, 2021 at 10:27 AM
How Do I Set Up an Endowment to Reinvest a Portion of its Distribution Back to Principal or Market Value?
In order to tell a fund to reinvest a portion of its distribution back to principal (or market value), you must create at least two distribution rules in Fu...
Thu, Dec 17, 2020 at 11:10 AM
How Do I Set Up Distribution Rules?
This article will help explain how Fundriver handles spending distributions and options for client set up.  It will also provide recommendations for handli...
Fri, Nov 18, 2022 at 10:09 AM
How do I use the Endowed Fund / Expendable Fund History Bulk Import?
Note: Bulk import allows clients to perform mass imports of fund profile changes or additions with the assumption that the user has completed an internal c...
Mon, Apr 11, 2022 at 12:38 PM