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.
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.
Balance is purpose-built endowment accounting software that handles unitization, spending calculations, reconciliations, and fund management without the complexity or cost of enterprise systems.
Balance supports the entire fund accounting lifecycle—from unitization and allocation to spending, reconciliation, and reporting. It gives teams a dependable, scalable system that reduces errors and simplifies compliance.
Calculate and track units consistently across all endowed funds.
Apply spending formulas automatically and eliminate manual calculations.
Maintain clear records of gifts, transfers, earnings, fees, and distributions.
Produce financials and documentation your auditors will actually appreciate.
Define funds, classifications, restrictions, spending rules, and allocation settings based on your institution’s guidelines.
Balance applies formulas consistently and transparently, helping you avoid manual work, errors, and rework.
Give campus fiscal officers the clarity they need to manage funds responsibly. Fund-level reporting surfaces real-time market value, historical gifts, and available spending so teams can stay compliant, honor donor intent, plan sustainably, and remain audit-ready.
Share fund-level views, activity summaries, spending calculations, and period-end balances with finance, advancement, and audit teams.
Explore stories from teams who are engaging more donors, showing more impact, and growing generosity with ease.
Apply consistent unitization and spending logic across endowed funds.
Manage fund activity and hierarchies with clarity and consistency.
Review balances, address differences, and support audit needs with confidence.
Produce financial reports and control access for the right teams and stakeholders.
Integrations ensure your team has accurate information and smooth workflows
across every system.
Balance centralizes accurate fund information, and Impact uses that data to build donor-ready reports instantly—eliminating delays, confusion, and manual work for both teams.
Balance is cloud-based endowment accounting software used to manage unitization, investment allocations, fund activity, and spending calculations for endowments and similar investment pools.
Finance offices, foundation teams, investment staff, and donor relations partners who need accurate fund-level accounting and clear financial reporting.
No. Balance can also support other long-term investment pools, quasi-endowments, board-designated funds, and similar assets that require unitization and tracked spending.
The system includes tools to compare custodial statements to fund balances, allowing quick identification and resolution of discrepancies.
Yes. Balance is a fully hosted solution accessible from any modern browser.
Users can export allocation data, spending summaries, and other accounting outputs for use in financial systems, spreadsheets, or reporting tools.
Yes. Implementation includes guided onboarding, fund setup, spending policy configuration, and support from the Balance team.
Absolutely. The software provides the documentation, reports, and fund activity details required for audit review.
It’s built specifically for endowment and investment pool accounting—giving teams the accuracy they need without complex customizations or enterprise pricing.
See how teams automate fund accounting, distributions, and reporting in one place.
