New 1:many cadences with automated emails, reusable templates, and more in Signal

DonorSearch identifies prospects in your database with the capacity and intent to give.

Missed the live session? Watch our on-demand webinars anytime to get guidance from industry experts.

Just Launched: Get a Free Trial of Volunteer

Wow wow wow. What a big day.

We’re not usually in the habit of doing this kind of thing, but we’re delighted to announce that we just launched a completely and totally FREE 90-day trial of Volunteer.

Volunteer is specifically designed to help you keep track of the many moving parts that come along with a volunteer program. The best part? You can do it without a single messy spreadsheet in sight.

This free trial is meant for anyone who either has a volunteer program already in place or is thinking about getting one off the ground. We’ll immediately pull all your existing EverTrue data into Volunteer so you can get to work right away on real-deal projects. (Which reminds us: You will need to have the core EverTrue platform already in place to be eligible for this trial.)

What are the main attractions of the trial? Glad you asked.

Real, Live Data

What’s better than data being all over the place and having to pull it manually every time you want it? When it’s in one place and it updates automatically.

So that’s what you’ll get! You can quickly and easily see reporting on volunteer pools, assignments and even how individual volunteers are performing.

But it doesn’t stop there.

Volunteers can suggest data updates to your database based on their conversations to make sure things are constantly kept current on your side.

Data. We love it. And we love it even more when it’s easy to work with.

All the Tools Volunteers Need to Do Their Thing

You’re empowering your volunteers to go out and represent your school. Now you can really empower them.

You choose what data you want to show volunteers, and once you do they can access the up-to-date information they need whenever they need it. They can also log notes and activities related to their assignments and update a prospect’s current place in your custom-built stage spectrum.

Create templates or documentation and send them directly to your volunteers so they’re properly equipped. And let them pick all or some of their own assignments from prospect pools. (Or don’t if you prefer a little more control. That’s totally cool, too.)

Administration Has Never Been Easier

Volunteer programs have a lot of moving parts. We make it a lot easier to manage all of them. Instead of requesting reports, administrators can define pools and assign prospects right in Volunteer, eliminating needless waiting times.

They can also track volunteer activity in real-time to see how they’re performing, how assignments are being distributed and see who might need a little more coaching. Just pull a report any time or schedule them for regular updates whenever you want.

And we didn’t forget about your ultimate goal, either. You’ll get notifications whenever a gift is closed, so you can celebrate with a bottle of bubbly. Or follow up with a thank you. Preferably both.

Last but the Opposite of Least

All that good stuff we’ve been talking about? It’s mobile and totally secure.

Both you and your volunteers can access all this stuff whenever and wherever with our mobile apps. Which is super helpful, since basically everything else in your life is on your phone, so why not this?

And because you don’t have to print out spreadsheets or attach them to emails, you know that everything will be as secure as can be.

We think Volunteer is great. We hope you will, too. And since we’re convinced that a volunteer program can be a huge asset for any fundraising team, we want to make sure you’ve got the chance to try it out! Take advantage of this Volunteer trial today.

Start Your Trial

Endowment Spending & Growth Calculator

Enter your fund's current value and adjust the return, spending, and inflation sliders to see how its value in today's dollars changes over time.

$
6.0%
0%12%
4.0%
2%7%
3.0%
0%8%
10
5 yrs25 yrs

Value in 10 years

$0

In today's dollars

$0

4. Continue to Steward Donors

Your relationship with the donors who give to your endowment doesn’t end when you secure their gifts. Because your endowment exists to make a difference in the long term, your supporters will want you to keep in touch about its progress. Ongoing stewardship means keeping donors updated about your endowment’s performance and impact. A report that strengthens your relationship with donors should cover:
  • The fund’s balance at the start and end of the year
  • Spending amounts and allocations
  • How the fund’s returns compare to your investment targets
  • A short narrative detailing the specific impacts the endowment achieved
Create a report for each endowment rather than sending an identical document to everyone. A donor who endowed a scholarship wants to hear about the students it supported, while a donor who endowed a building fund wants updates on construction projects.

5. Upgrade Your Endowment Management Tools

Your endowment management tools should make applying your spending policy across every fund easy. Investing in dedicated software is especially useful as your endowment grows. Handling unitization in spreadsheets might work for a few funds, but as you begin to manage dozens or hundreds of gifts, dedicated software can save your team time spent manually calculating gains and losses for each one.

Why Nonprofits Need Dedicated Endowment Management Software

Dedicated endowment software brings accuracy and consistency to every part of the management process, from tracking individual funds to improving security. See how these solutions compare to a spreadsheet-based approach: nfographic table outlining the information below.

How These Methods Compare:

In managing your endowment with traditional spreadsheets, you may see:
  • High administrative burden: Manual entry across disconnected systems
  • Limited security and audit footprints: Reduced version control and audit trail visibility
  • Difficulty with donor transparency: Spreadsheets provide only static data that is difficult to turn into custom results.
By using dedicated software, you are likely to find the following improvements:
  • Lower administrative burden: Automated fund tracking and calculated allocations
  • Enhanced security and audit footprint: Audit-ready reconciliation with clear tracking
  • Greater donor transparency: Connects with reporting platforms
Dedicated endowment management software keeps your organization compliant while freeing up the time your team once spent manually managing spreadsheets.

Secure Your Endowment with Balance by EverTrue

Effective endowment management begins with excellent accounting. Balance by EverTrue handles unitization, applies spending rules, and produces audit-ready reports, so your team can spend more time on the donor relationships that built the fund in the first place.
  • Turn your data into a clear picture of long-term impact. Combine accurate fund accounting with donor reporting that showcases impact.
  • Connect with the tools you already use. Pair Balance with Impact by EverTrue and ODDER by EverTrue to create and deliver compelling digital endowment reports that you can send to donors with ease.
  • Know where every fund stands in real time. Check market values, gift history, and available spending for any fund. Then, share view-only versions with your team, so everyone stays informed.
With Balance, your team can stop spending all your time on manual management and instead add balance to your endowment workflow.

Additional Resources

To learn more about managing your endowment and other ways that technology can help your organization, check out these additional resources: Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.
0 0 votes
Article Rating
Subscribe
Notify of
guest
0 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x