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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 [email protected] 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 ENDOWMENT ACCOUNTING INSIGHTS & ANALYSIS AccuFund 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. ENDOWMENT SIZE 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% Yes 32 %
