Sage Endowment Management

Complete software for your Planned Giving and Endowment Programs — Sage Endowment Management helps you manage critical donor information and complex financial details of numerous funds. Use the tools in Sage Endowment Management to administer, view, and manage your endowment funds from a single information source.

Modules

Sample Reports

Endowment Module Spec Sheet (PDF)

 

With Sage Endowment Management software, your organization can:

• Track and manage all endowment actions effectively, recording each disbursement, fee, contribution, and adjustment in detail.
• Facilitate solicitation strategies to maximize fundraising efforts by focusing on your major donors.
• Streamline operational processes through automatic communication with donors and sponsors.

 

Sage Endowment Management software brings the complex elements of managing funds and trusts into a single, unified solution. Now foundations and other organizations can administer, review, and manage the details of complex endowment funds, including Philanthropic Funds, Donor Advised Funds, Charitable Remainder Trusts (CRATs and CRUTs), and Charitable Gift Annuities from the same data source. Use this planned giving management software to instantly access financial data and other details in a variety of views.

Sage Endowment Management software works independently as a stand-alone solution, or integrates seamlessly with the GT Pro fundraising system. It is fully integrated with the general ledger of the Sage MIP Fund Accounting solutions, as well as other accounting products.

Sage Endowment Management software solution is the answer for simplified administration of planned giving and endowment activity.

• Endowment setup
• Rule establishment
• Grant requests
• Disbursement
• Asset pool tracking
• Automatic income distribution
• Check processing
• Advanced reporting

 

Easy Fund Set Up

Sage Endowment Management software gives you the flexibility to set up many types of funds, including Endowment Funds, Philanthropic Funds, and Charitable Reminder Trusts, as well as specify rules for principle and income restrictions, administrative fees, and CRT payments.

Identify how the principal and income should be spent, and specify a fixed amount or percentage for each purpose. You can also track target asset pools and their investment percentages.

This planned giving management software lets you track and manage the General Ledger accounts associated with each fund. This involves separate accounts for the principle and interest portions of the fund, and provides you with the flexibility to manage endowments in detail by individual fund, or in summary by endowment type.

 

Contribution and Disbursement Tracking

Sage Endowment Management lets you track and manage the various contributions, disbursements, income, and fees associated with each endowment, as well as any market changes in endowment fund assets.

Save donor information, contribution type, and tribute information. Record and view complete contribution details. Sage Endowment Management lets you record the agencies that receive grants and the reason for the disbursement. To provide an accurate record of the endowment action, the system also stores details like check number, amount, and date.

 

Communications and Reporting

This planned giving management software lets you generate and track various communications within the system. This includes tribute cards, acknowledgement letters, reports, and financial statements.

Automatically generate endowment statements in the time increments preferred. These statements can be created for any time period and sent to appropriate sponsors to keep them informed of the fund balance and statement date, as well as a detailed list of any contributions, disbursements, adjustments, fees, income and any changes associated with their endowments.

 

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