Endowment Reporting

Streamline your endowment reporting process. Ensure accuracy and enhance transparency and donor satisfaction through timely and personalized communications.

Automation-2

Introduction to Endowment Reporting

Managing endowment funds and communicating regularly with donors is crucial for organizations to ensure financial stability and achieve long-term goals. However, the process of endowment reporting can be complex, time-consuming, and prone to errors. For many departments, it can be the single most time-consuming task they must complete each year.

Reporting Xpress addresses these challenges, providing a seamless and efficient way to manage and improve endowment fund reporting.

Key Features

Include data from multiple sources/systems 

Reports automatically generated but still easily personalized for key donors

Gallaudet Case Study (4) (1)

 

Case Study

Prior to implementing our platform, Gallaudet faced the time-consuming challenge of manually editing and personalizing each individual donor report.  Reporting Xpress revolutionized their approach by automatically generating recipient reports in Gallaudet's customized format, allowing them to complete their process in record time, while still enabling them to add a personal touch to important donors' reports. 

Download the case study to see how Gallaudet maximized efficiency and streamlined its endowment reporting.

Download Case Study

Benefits of Using Reporting Xpress
1 Enhance Donor Communication
Meet donor expectations of timely updates on how their donations are being put to work.
2 Elevate Transparency
Provide stakeholders with clear and comprehensive reports.
3 Increased Efficiency:
Automate routine tasks and reduce manual workload.
4 Improved Accuracy
Minimize errors and ensure precise reporting.
Endowment Report Sample

View Sample Report