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Endowment Management Suite

A multi-module management system designed by AccuFund for government & public administration and non-profit organizations.
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EMS is a suite of modules designed for the development office actively managing a large number of named endowments with active spending policies. The modules provide development officers with an integrated set of tools to track donors, their interests and distribution of funds.

Brokerage Import

The Brokerage Import module of EMS provides the ability to automate the recording of brokerage transactions. Some of the features of this module include:

  • Uses the receipt instruments to define what information is to be collected. This provides you with the ability to collect all information from your external broker.
  • Supports all common interface formats including fixed field, comma delimited and spreadsheet formats.
  • Unlimited imports can be defined. Create a different import for each broker managing your portfolios.

Contact Management

The Contact Management module of EMS manages all your communication with donors for existing and prospective funds. Track recipient grant performance requirements and associated distributions. In addition you can:

  • Assign projects to staff members with priorities and due dates.
  • Track the amount of time required to finish the various assigned tasks.
  • Real time update of activities performed.
  • Dynamically displays the funds, donors and associated telephone numbers for activities being recorded.
  • Create your own project, task and activity reports.
  • Quickly review where you are.

Distribution Import

The Distribution Import module of EMS works much like Brokerage Import to allow the user to import distribution activity. Great for conversions or building history from your accounting system without the time required for manual entry.

Endowment Distributions

The Endowment Distribution module of EMS manages all fund distributions. Some of the features of this module include:

  • Design your own distribution instruments, collect the information you want.
  • Unlimited notes and other information can be recorded with each distribution.
  • Unlimited number of donors can be attached to the distribution.
  • Define posting rules to be used when recording information into your accounting system. Use this feature to hide the accounting complexities so non-accountants can be responsible for data entry.
  • Automatically integrates into your accounting system for check processing and recording of the associated general ledger entries.

Endowment Receipts

The Endowment Receipt module of EMS manages all fund receipts. Some of the features of this module include:

  • Design your own receipt instruments so you can collect the information you want.
  • Unlimited notes and other information can be recorded with each receipt.
  • Define posting rules to be used when recording information into your accounting system. Use this feature to hide the accounting complexities so non-accountants can be responsible for data entry.
  • Automatically integrates into your accounting system for posting to General Ledger.

Endowment Server

The Endowment Server module of EMS provides access to your accounting system to record and/or extract endowment information. When used in conjunction with the Advanced Printer Control system, it facilitates the printing of endowment checks and acknowledgment letters. By using the original check file generated by your accounting system, and merging in additional donor information, a personalized professional set of forms is produced.

These forms have all the flexibility provided by the Advanced Printer Control with the power of your EMS database.

Export to Excel

The Export to Excel module of EMS creates Excel files based on your needs. You define the data to be sent and the format, then use a reporting interface to select the data to be included and name of the file.

The Core

The Core module of EMS manages all funds and donors. The base features include a report designer used to build your own professional looking documents; user-defined fund and donor demographics; the ability to search for donors or funds by name, number, or two user definable search fields; as many addresses, phone numbers and miscellaneous notes as needed for each donor. Also included is full application security; you control who has access to what functions.

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