Managing Endowed Funds/Accounts

David Quirk

We are a small university and are fairly new to FinancialEdge. The team that implemented FENXT for us is no longer here, although I am still able to ask them questions. I am curious how people set up endowed funds like scholarships or academic programs, so they can quickly see both the corpus and the spendable funds available each year and how those funds (or whatever they are called in FENXT) are connected. I would love to chat with someone at some point if they are willing to do a Zoom or Teams so we can talk specifics. Thanks in advance!

Patricia Nowak

Just sent you a direct message if you are interested.