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 amount, grantmaking interests, and notes to provide powerful management capabilities.

With Fund Management, all fund and project information is conveniently organized via tabs for quick and easy inquiries. With just a few clicks, you can easily -

• View fund balances, gift and grant history, available to spend amount
• Easily produce fund statements that can be completely customized for each fund'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 grant making interests and spending policies
• Establish and automatically rebalance the asset allocation of each fund