Fund Investment Tool

Fund Investment Tool

Fund Investment Tool

NPact’s Fund Investment Tool (FIT) is a powerful and flexible financial processing tool designed specifically for fund investment accounting. FIT enables foundations and other non-profits to automate complex recurring calculations regarding endowment fees, spending policies, income allocation, and rebalancing, removing the need for spreadsheets and compiling information from disparate systems.

FIT Laptop Mockup

Fund Investment Tool

Fund Investment Tool (FIT) enables foundations and other non-profits to automate complex financial processes for endowments, donor advised funds, and other fund structures, saving hundreds of hours of manual calculation. 

Features and functions include:

  • Manage endowments through configurable and customizable calculation methodologies: average daily balance, month end balance, and rolling averages. 

  • Create stewardship reports and identify trends and patterns. 

  • Access fund records to view the assigned revenue pools, rebalancing strategies, fee schedules, and spending policy pools. 

  • Rebalance endowments against investment targets or cash. 

  • Allocate investment income and fees to donor advised funds. 

Website Graphic Options (13)
  • Reduce the risks associated with accounting for endowments. 

  • Rapidly respond to investment strategy change requests and provide online access. 

  • Apply spending policies to funds tailored to your foundation’s complex needs. 

  • Process investment income allocation, spending policies, rebalancing fund investment balances, and sweeping fund account balances. 

Seamlessly integrates with

Foundation Cloud

Foundation Cloud is NPact’s flagship cloud-based donor advised fund, grant management, scholarship, and community portal application suite. Our solution powers your organizations grantmaking and community engagement, while integrating with industry-leading CRM and financial accounting tools.

Learn More
FIT Laptop screen

We help non-profits make a real impact.

We have decades of experience in deep domain expertise in helping our foundation customers enable and accelerate their grantmaking workflow. 

Scroll to Top