Best Practice & Common Questions

What are Non-Unitized Assets?
  Within Fundriver, you have the ability to track non-unitized gifts/assets. These would be assets that belong to a specific fund but are not part of the i...
Wed, Apr 21, 2021 at 12:49 PM
How Does Unitization Work in Fundriver?
DEFINITION of a Unitized Endowment Pool (UEP) A system for tracking the value of endowment funds within a consolidated investment pool. A unitized system ...
Mon, Nov 29, 2021 at 12:53 PM
Correcting Historical Gifts Through Transfers of Historical Gift and Appreciation (Transparent Method)
There are multiple ways to correct a incorrectly applied historical gift in Fundriver, the most transparent of which is outlined below. If you would like t...
Tue, Aug 10, 2021 at 8:33 AM
Correcting Historical Gifts Using Override Unit Price/Effective Date Feature
The OVERRIDE UNIT PRICE/EFFECTIVE DATE feature, located on the TRANSACTION ENTRY tab, was originally created to correct gifts that were recorded to the wro...
Thu, Feb 25, 2021 at 12:41 PM
Transaction Categories Defined
Transaction Categories Defined    The Transaction History screen found under ORGANIZE > FUNDS, allows users to search on five different transactio...
Wed, Apr 21, 2021 at 12:49 PM
How Do I Track Pledges in Fundriver?
Pledges can be entered manually, via a copy from excel feature, or with an import. All three methods are described here. Use the pledge transaction types al...
Tue, Nov 2, 2021 at 1:04 PM
Differences Between Old and New Investment Manager Modules
Several years ago, Fundriver changed the content and layout of the Manager Module. The new module is now referred to as Investment Portfolio Module. To date...
Fri, Nov 20, 2020 at 1:28 PM
Historical Gifts in Fundriver Incorrect Due to the Way Stock Transactions Were Processed
Questions:  How can historical gift amounts in Fundriver be corrected to agree with gift records without impacting market values (already reconciled and ali...
Mon, May 18, 2020 at 3:38 PM
Relationship Between Funds, Managers, Pools, and Endowments
Relationship Between Funds, Managers, Pools, and Endowments    Endowments are comprised of funds, investment managers and pools. This article will re...
Wed, Apr 21, 2021 at 12:51 PM
Differences in Tracking Spending
This article covers the differences in the way we see our Fundriver clients track their spending distributions.   When thinking about how your specific or...
Thu, Jun 24, 2021 at 3:32 PM