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Endowment Management Suite

A multi‑module management system designed by AccuFund for government & public administration and non‑profit organizations.
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EMS is a suite of modules designed for the development office actively managing a large number of named endowments with active spending policies. The modules provide development officers with an integrated set of tools to track donors, their interests and distribution of funds.

Popular Functionality Modules

Brokerage Import The Brokerage Import module of EMS provides the ability to automate the recording of brokerage transactions. Some of the features of this module include: Uses the receipt…

Distribution Import The Distribution Import module of EMS works much like Brokerage Import to allow the user to import distribution activity. Great for conversions or building history from your…

Export to Excel The Export to Excel module of EMS creates Excel files based on your needs. You define the data to be sent and the format, then use a reporting interface to select the data to…

The Core The Core module of EMS manages all funds and donors. The base features include a report designer used to build your own professional looking documents; user-defined fund and…

Endowment Distributions The Endowment Distribution module of EMS manages all fund distributions. Some of the features of this module include: Design your own distribution instruments, collect the…

Complete Functionality Module List

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