FundSvcs Community

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

I am also interested in this! We are launching our donor portal this year but will still be producing individual endomwent reports. Looking forward to hearing about others experiences.

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

I am also interested in this! We are launching our donor portal this year but will still be producing individual endomwent reports. Looking forward to hearing about others experiences.

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

I am also interested in this! We are launching our donor portal this year but will still be producing individual endomwent reports. Looking forward to hearing about others experiences.

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

I am also interested in this! We are launching our donor portal this year but will still be producing individual endomwent reports. Looking forward to hearing about others experiences.

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

I am also interested in this! We are launching our donor portal this year but will still be producing individual endomwent reports. Looking forward to hearing about others experiences.

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

I am also interested in this! We are launching our donor portal this year but will still be producing individual endomwent reports. Looking forward to hearing about others experiences.

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!

Has anyone had great success with a software tool to help make the production of endowment reports more efficient? The design for multiple pieces associated with each report, and the data merge process with complex fund issues and balancing back to our core Advancement system is a heavy load on staff resources for weeks, for a large volume of reports. Would love to hear about software anyone has used to help facilitate this process.

Thank you!