Implementation - Client Articles

Data Load Template and Instructions
Use this template to provide your initial data to Fundriver, as well as to add data to your file on an ongoing basis.  Instructions for filling out the ...
Wed, Feb 12, 2020 at 8:59 AM
Department Module User Set Up Template
When implementing the Department Module, most clients will have many department users to upload into the database as an initial import.  This is something F...
Wed, Feb 12, 2020 at 4:09 PM
FAQ: Data Load Template
Q: Do I need to load all my data during the initial implementation data load? A:  No, although it is recommended that at least all existing fund informat...
Wed, Feb 12, 2020 at 4:25 PM
FE NXT Fund Profile Integration with Fundriver - New Clients
To view a demo of NXT Integration, please see this video!   Fundriver now has an integr...
Wed, Jan 22, 2020 at 1:28 AM
How to Add The Fundriver Application To Blackbaud’s Financial Edge NXT
To view a step by step video of how to add the Fundriver Application, please see this link:
Wed, Jan 22, 2020 at 1:28 AM
Manager Data Load Template and Instructions
Everything you need to know about the Manager Data Load Template can be found here! Here's the template Here are the instructions We even have a...
Mon, Feb 10, 2020 at 6:18 PM
Net Asset Classification Codes
Please find a breakdown of the Fund Type Codes (Net Asset Classification Codes) and how each processes activity here. Most Common Codes Code Descripti...
Mon, Feb 17, 2020 at 3:47 PM
Support Overview and Additional Services
Your Fundriver support package includes unlimited access to a team of endowment accounting experts for assistance with using Fundriver and troubleshooting ...
Mon, Feb 17, 2020 at 10:34 AM
The Implementation Experience: What To Expect
View the attached document here, to see guidelines for our Implementation process. Your Implementation Specialist will guide you through Phase 1 of Impl...
Mon, Feb 17, 2020 at 11:04 AM
When and How to Recognize Pledges Relating to Your Endowment
Per FASB Standard 116, a promise to give (commonly known as a “pledge” or “contribution”) is a written or oral agreement to contribute cash or other assets ...
Mon, Feb 17, 2020 at 4:00 PM