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Endowment Manager

NPact’s Endowment Manager is a powerful and flexible financial processing tool designed specifically for fund investment accounting. Endowment Manager 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.

Overview:

Allocates endowments and track critical financial balances/activity at the endowment level
Ensures timely and accurate endowment calculations and reporting – allowing your financial personnel to demonstrate the highest level of organizational accountability and stewardship.
Built on Blackbaud’s Sky API architecture, which supports the most sophisticated and complex accounting requirements in the non-profit sector.
Journal Entries can be either sent directly to Blackbaud’s Financial Edge NXT or exported to Excel for manual processing.
When combined with NPact’s Spectrum NXT web portal, both internal and external stakeholders can access critical endowment information and reports through a cloud-based and mobile optimized user interface

Key Features:

Manage endowments through configurable and customizable calculation methodologies: Average Daily Balance, Month End Balance and Rolling Averages
Access Fund Record to view the assigned revenue pools, rebalancing strategies, fee schedule, and spending policy pool
Allocate investment income, fees, and spending policies while supporting exceptions
Rebalance endowments against investment targets or cash
Create stewardship reports and identify trends and patterns
Reduce the risks associated with accounting for endowments
Rapidly respond to requests and provide online access
Real-time bi-directional integration with Blackbaud Financial Edge NXT
Supports Investment Income, Fees, Spend Policy, Rebalancing Investment Asset Portfolios, Cash Calls

Seamlessly integrates with:

Grant Edge NXT

Grant Edge NXT is NPact’s flagship cloud-based grant management system that handles the entire lifecycle of a foundation’s internal workflows, from application creation/recommendation to payment.

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Spectrum NXT

Spectrum NXT is a comprehensive and configurable cloud portal which enables your organization and its external constituents to apply for and recommend grants and scholarships with ease.

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Charity Evaluator

NPact’s Charity Evaluator add-on allows users the ability to immediately determine a nonprofit organization’s status with the IRS – without having to navigate to an external website.

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We help you 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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