Getting to Know Your Database

Multi-Factor Authentication Security Feature
The security of client data is a high priority here at Fundriver.  In order to enhance data security and bring practices in line with other organizations th...
Mon, Jan 11, 2021 at 12:39 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...
Wed, Apr 8, 2020 at 11:48 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
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 ...
Tue, Aug 10, 2021 at 7:26 AM
Determining How to Track Your Spending
This article covers the differences in the way we see our Fundriver clients track their spending distributions.   When thinking about how your ...
Tue, Aug 10, 2021 at 7:42 AM