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Balance by EverTrue is a purpose-built endowment accounting software solution that handles unitization, spending calculations, reconciliations, and fund management.
Explore stories from teams who are engaging more donors, showing more impact, and growing generosity with ease.
CSU Chico transformed donor reporting using Balance and Impact by EverTrue, turning a month-long, manual process into a streamlined, story-driven experience. Reports that once took four weeks to assemble are now completed in half the time, with branded design, visualized data, and personalized storytelling that donors actually enjoy reading. Integration with endowment accounting eliminated errors, reduced staff burden, and freed the team to focus on stewardship. The result is higher donor trust, positive feedback, and even increased giving tied to student thank-you follow-ups, proving that clear, compelling reporting strengthens relationships and results.
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, all while helping them balance their time with user-friendly automation tools.
Calculate and track units consistently across all endowed funds.
Apply spending formulas automatically to eliminate manual calculations.
Maintain clear records of gifts, transfers, earnings, fees, and distributions.
Produce financials and documentation your auditors will truly 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 fiscal officers, financial managers, and stewardship teams 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.
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 keep data secured with controlled access for teams and stakeholders.
Integrations ensure your team has accurate information and smooth workflows
across every system.
Balance centralizes accurate fund information. Impact uses that data to build donor-ready reports instantly, eliminating delays, confusion, and manual work for both teams.
Fundriver joined the EverTrue family in 2022 to become Balance, a cloud-based endowment accounting software that helps nonprofits manage their endowments and similar investment pools through unitization, investment allocations, fund activity, and spending calculations..
Typically, Balance is used by fundraising professionals who need accurate fund-level accounting and clear financial reporting. This includes: finance offices, auditors, foundation teams, investment staff, and donor relations partners.
No. Balance goes beyond just endowments and can manage multiple investment pools, including short-term pools, life insurance, and CGAs.
Yes. Balance automates spending rules and formulas, including market-value-based, hybrid, inflation, and custom policies.
Balance’s endowment accounting software compares custodial statements to fund balances, allowing quick identification and resolution of discrepancies. It also provides the documentation, reports, and fund activity details required for audit review.
Users can export allocation data, spending summaries, and other accounting outputs for use in financial systems, spreadsheets, or reporting tools. In particular, Balance also works with the following accounting systems:
Balance is designed for reconciliation with investment statements, which organizations typically generate monthly or annually.
Balance is built specifically for endowment and investment pool accounting, giving teams the accuracy they need without complex customizations or enterprise pricing. Balance’s comprehensive implementation process includes guided onboarding, fund setup, spending policy configuration, and support from the Balance team.
See how teams automate fund accounting, distributions, and reporting in one place.
