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 to integrate with leading fund accounting solutions. 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

Integration Partners

Fund Investment Tool's specialized focus on fund investment accounting supports Foundations and non-profits, eliminating hundreds of hours of manual financial calculations on endowments, donor advised funds, and other fund structures. FIT provides finance teams with advanced features and capabilities designed by industry experts. 

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. 

  • 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 organization's grantmaking and community engagement, while integrating with industry-leading CRM and financial accounting tools.

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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. 

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