Implementation - Client Articles

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
Implementation Meeting: Kick Off
Objective: To provide overview of implementation process, including review of New Client Questionnaire to identify items that may require additional time or...
Mon, Mar 2, 2020 at 8:19 AM
Implementation Meeting: Walkthrough
Objective: To provide overview of how to navigate the Fundriver software and explore basic site administration (setting up users, etc.), as well as discuss ...
Mon, Mar 2, 2020 at 8:31 AM
Endowed Fund 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 ...
Thu, Mar 5, 2020 at 11:36 AM
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
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
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
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
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