Implementation Process

Welcome | Getting familiar with our Balance Knowledge Base
Welcome to Balance! We are so excited to have you join our community! We are eager to show you around and get you all set up with your new database! As you ...
Tue, Sep 19, 2023 at 4:11 PM
The Implementation Experience | What To Expect
Welcome to Fundriver Balance! We’re excited to have you join the 500+ organizations that already use Balance. We know that changing your endowment managemen...
Thu, May 4, 2023 at 9:45 AM
Implementation Meeting 1 | Kick-Off
Kick-Off Meeting Prep: Schedule Kick-Off Meeting Fill out Onboarding Questionnaire (submit at least 3 days prior to Kick-Off Meeting) The Kick-Off M...
Fri, Oct 6, 2023 at 9:12 AM
Implementation Meeting 2 | Walkthrough
Walkthrough Meeting Prep: Schedule Walkthrough Meeting Successfully sign into your Balance database Familiarize yourself with how to set up your spendin...
Fri, Oct 6, 2023 at 11:21 AM
Implementation Meeting 3 | First Posting
First Posting Meeting Prep: Schedule First Posting Meeting Prepare a listing of any new funds that were established in the period you will be posting Cr...
Fri, Oct 6, 2023 at 11:46 AM
Data Load Template and Instructions
This template is used to provide us with your initial data to get your new Balance database set up. Click HERE to download the blank template!  TABLE ...
Tue, Feb 13, 2024 at 9:26 AM
FAQ: Data Load Template
Q: Do I need to load all my data during the initial implementation data load? A:  No. At a minimum, all noted required fields must be loaded to create yo...
Thu, May 4, 2023 at 11:07 AM