FundSvcs Community

Hi all, 

I'm exploring tools to enhance our accounting records management and reporting-particularly solutions that support endowment unitization and fund accounting reports, with bonus points for integration with QuickBooks. Anything you love? Despise? 

I appreciate any experience you can share! Thanks!

------------------------------
Michele Whitaker
Baton Rouge Community College Foundation
[whitakerm@mybrcc.edu]
------------------------------

Thank you!

------------------------------
Michele Whitaker
Baton Rouge Community College Foundation
[whitakerm@mybrcc.edu]
------------------------------

Original Message:
Sent: 10-17-2025 09:05 PM
From: John Taylor
Subject: Exploring Accounting Tools for Fund and Endowment Management

Fundminer!

https://hub.fundminer.com/

John

John Taylor Principal, John H. Taylor Consulting, LLC 919.816.5903 Big ideas; small keyboard

Thank you!

------------------------------
Michele Whitaker
Baton Rouge Community College Foundation
[whitakerm@mybrcc.edu]
------------------------------

Original Message:
Sent: 10-17-2025 09:24 PM
From: David Woodley
Subject: Exploring Accounting Tools for Fund and Endowment Management

We have been using Fundminer for several years.  Recommended product!

Dave Woodley 

Chief Data Officer

Unlock * Share * Connect

Office of Data Services

University of Alaska Foundation

907-786-1373

make a gift! engage.alaska.edu
Join us for Alaska: universityforalaska.com

Thanks for sharing! We used Financial Edge for a few years, and it was awful. Ideally, I would like to find a companion program to enhance the functionality we have with QuickBooks, however I'm not opposed to considering a new accounting system, if the benefit is great enough. I have heard good things about Aplos- any other recommendations? 

------------------------------
Michele Whitaker
Baton Rouge Community College Foundation
[whitakerm@mybrcc.edu]
------------------------------

Original Message:
Sent: 10-20-2025 08:44 AM
From: Isaac Shalev
Subject: Exploring Accounting Tools for Fund and Endowment Management

Adavico and Fundriver both come to mind. In general I would say that Quickbooks is probably the software we recommend against most frequently for nonprofits who do substantial fund accounting, and that moving to something more appropriate may address some of the challenges you're facing. 

Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com

Schedule a 30-minute consultation now:

https://calendly.com/sage70/30min