Reference: Endowments Capabilities
You can view high-level feature descriptions for the capabilities in this product area.
Donor and Donor Contributions
Provides the ability to:
- Identify individuals and corporations contributing gifts to endowments.
- Manage information about donors and donor-contributed gifts.
Endowment Payouts
Supports the ability to:
- Allocate income generated from investment pools.
- Record investment statements and payout percentages for investment pools.
- Reinvest pool payouts to acquire additional gift units.
Gifts
Provides the ability to:
- Create gifts and gift hierarchies, assign roles, and track gift activities.
- Transfer book values and units between gifts.
Investment Pools
Provides the ability to:
- Facilitate the sale of gift units.
- Purchase pool units using donor contributions.
- Record gains and losses from the sale of investment pool units.
- Track gifts and ownership within investment pool gift shares.
- Value pools based on current market prices.
Investment Statements
Provides the ability to record investment pool activity on investment statements.