A1504097 AF infographics v4 - AccuFund

Post on 26-Oct-2021

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AccuFund, Inc. provides top-rated financial solutions designed specifically for nonprofits, foundations and government entities, available as cloud (software as a service) or on-premise. The Accounting Suite includes all modules organizations expect, plus specialized modules such as Endowment Accounting, Grants Management and Allocations. For more information, call 877-872-2228, email sales@accufund.com or visit www.accufund.com/EA.

Have you made a change in your spending policy because of the changing investment environment?

NO - 46%

Excel

Quickbooks

Organization's accounting system

Third party investment advisor

In-house endowment management software

Cloud-based endowment management software

SYSTEM USED TO MANAGE FINANCES

ENDOWMENTACCOUNTINGINSIGHTS & ANALYSISAccuFund recently partnered with Nonprofit-PRO to identify the state of endowment accounting within the industry. The following infographic highlights key findings. Thank you to the 272 respondents that provided insight.

ENDOWMENTSIZE 83% Less than $100 million

10% $100-$300 million

5% $300-$600 million

1% $600-$1 billion

1% Greater than $1 billion

FREQUENCY OF PERIODIC FUND

STATEMENT REPORTS PROVIDED TO DONORS

17% Never

5% Monthly

14% Quarterly

4% Semi-Annually

47% Annually

Can your existing endowment accounting software handle multiple fee policies

such as endowment size, historical changes, negotiated rates, etc?

Existing endowment accounting software handles specific named

fund exceptions to standard spending policies:

YES - 40%

Yes32%