Enjoy the benefits of viewing the total picture for each fund or project – FIMS makes it easy to organize and categorize a wealth of fund and project information. Each fund links to related information, such as people, gifts, grants, financial balances, Available to Spend (ATS) amount, grantmaking interests, and notes to provide powerful management capabilities. With Fund Management, all fund and project information is conveniently organized for quick and easy inquiries. With Fund Management, you can:
- View fund balances, gift and grant history, and ATS amount
- Easily produce fund statements that can be completely customized for each donor’s needs
- View the relationships between people and funds - display individuals associated with each fund, such as donor advisors, founders, successors, fund statement recipients, etc.
- Link funds to provide consolidated reporting
- Adhere to fund grantmaking interests and spending policies
- Easily calculate and apply administrative fees to master and sub-funds, including transaction-based, asset-based, and minimum fees
- Calculate and compare spending policies in a snap
- Apply Special Handling codes to provide extra information or process reminders for any fund used in a FIMS transaction
- Establish and automatically rebalance the asset allocation of each fund