Endowment reporting without the month-end scramble
See how finance and advancement teams are replacing manual reconciliation and spreadsheet-heavy workflows with a system their teams can actually trust.
Turned a month-long reporting process into a streamlined workflow
Heavy manual matching, mail merges, and cross-departmental coordination made endowment reporting a near-month-long undertaking. Balance and Impact streamlined it into a manageable workflow with stronger accuracy and less back-and-forth between teams.
400,000+ digital endowment reports delivered to donors
ODDER helped UNC centralize fund reporting and deliver personalized digital reports directly to donors — with only 0.3% requesting a printed version, proving donors overwhelmingly prefer the digital experience.
16+ years of trusted reconciliation
UVA uses Balance as their source of truth for reconciling data across UVIMCO, BNY Mellon, and internal reporting systems — navigating a major system migration without disrupting their workflow.