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  • 1.  Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-17-2025 09:02 PM

    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!



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    Michele Whitaker
    Baton Rouge Community College Foundation
    [whitakerm@mybrcc.edu]
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  • 2.  RE: Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-17-2025 09:06 PM
    Fundminer!


    John

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





  • 3.  RE: Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-20-2025 10:15 PM

    Thank you!



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



  • 4.  RE: Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-17-2025 09:25 PM
    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







  • 5.  RE: Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-20-2025 10:16 PM

    Thank you!



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



  • 6.  RE: Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-20-2025 08:44 AM
    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:






  • 7.  RE: Exploring Accounting Tools for Fund and Endowment Management

    Posted 10-20-2025 10:31 PM

    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]
    ------------------------------