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Implementation Questionnaire - Balance
This questionnaire will take approximately 5-10 minutes to complete. This survey can be saved and continued at a later time if you need to pause at any point.
29
Questions
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1
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2
Name of Organization:
*
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3
Contact Name:
*
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First Name
Last Name
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4
Contact Title:
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5
Contact Email:
*
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example@example.com
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6
Contact Phone Number:
*
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Please enter a valid phone number.
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7
Do you follow FASB or GASB Regulations?
*
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FASB
GASB
GASB with FASB Reporting
Other
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8
What General Ledger system does your organization use?
*
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9
Does your implementation need to be completed by a specific date? (If not, skip this question)
-
Date
Month
Day
Year
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10
Do you have all of your individually named funds set up in your GL system or would you be using Balance as your subledger for that fund level detail?
*
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11
When is your fiscal year-end?
*
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-
Date
Month
Day
Year
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12
What date do you intend to load as your beginning endowment balances?
*
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We strongly recommend that you load your most recently closed/audited fiscal year-end.
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Date
Month
Day
Year
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13
Will you need to load historical data for periods prior to your start date?
*
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Yes, to calculate spending
Yes, to be able to generate historical report
No
Other
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14
How is your organization's spending policy calculated?
*
This field is required.
Here is a link that describes Fundriver's standard spending policy options: https://fundriverhelp.freshdesk.com/support/solutions/articles/47001108034-how-do-i-set-up-a-spending-rule-new-spending-interface-
Dollar per Unit
Osher
Percent Average - Fund Level
Percent Average - Pool Level
Percent Average - Unit Price
Percent of Income
Prior Year Spending
Proportion Distribution
Yale Method - Fund Level
Yale Method - Pool Level
Other
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15
Please upload a copy of your organization's spending policy.
*
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Drag and drop files here
Select files to upload
Browse Files
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of
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16
If you use a Percent Average spending rule, what is the last date used in your calculation?
*
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-
Date
Year
Month
Day
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17
How often do you post your spending policy to your endowment funds?
*
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Monthly
Quarterly
Other
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18
Do you have any endowment funds with spending exceptions that may not follow your organization's standard spending policy? If yes, please detail out below.
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19
Do you have any endowment funds that require a dollar or date threshold to be met before spending is allowed?
*
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Yes, Date Threshold (i.e. a fund that can't participate in spending until it has been invested for 2 years)
Yes, Dollar Threshold - Market Value of fund (i.e. a fund that can't participate in spending until its Market Value is $50,000)
Yes, Dollar Threshold - Historical Value of fund (i.e. a fund that can't participate in spending until its Historical Gift is $50,000)
No
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20
When will you need Balance to calculate your spending?
*
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Immediately (within implementation year)
Next Fiscal Year
Future Date
Not at all (will be calculating offline)
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21
What is your current posting frequency of transactions to your endowment funds?
*
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Monthly
Quarterly
Other
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22
When a new gift is posted to an endowment fund when do investment earnings begin being allocated to that gift?
*
This field is required.
Here is a link that describes Fundriver's unitization models: https://fundriverhelp.freshdesk.com/support/solutions/articles/47001191103-how-does-unitization-work-in-fundriver-
Investment activity is allocated in the same period that the gift was received (Beginning of Month Pricing Model)
Investment activity is allocated in the following period in which the gift was received (End of Month Pricing Model)
Unsure, let's discuss
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23
If your endowment is currently unitized, what type of activity purchases/sells units for your endowment funds?
*
This field is required.
My endowment is not currently unitized
Gifts
Spending Distributions
Realized gains/losses
Unrealized gains/losses
Interest/dividends
Unsure, let's discuss
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24
Do you intend to track pledge balances at the fund level in Balance
*
This field is required.
Please follow this link for additional information: https://fundriverhelp.freshdesk.com/a/solutions/articles/47001224435?portalId=47000021327
YES
NO
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25
Are administrative fees charged to your endowment funds?
*
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YES
NO
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26
How is your administrative fee policy calculated?
*
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27
What type of activity will you need exported from Balance to your General Ledger as a journal entry?
*
This field is required.
Investment Activity
Spending Distributions
None
Other
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28
Who at your organization will be given administrative rights to your Balance database?
*
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Myself
Other
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29
Please provide the name and email address for any contacts who will be given administrative rights:
*
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30
Do you have any initial concerns or other questions that you would like to discuss during our Kick-Off Call?
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Implementation Questionnaire - Balance
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