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Enterprise Layer Intelligence
Categories/Tax & Accounting/FundMiner
FundMiner

FundMiner

Founded 2022

Track donor funds, monitor compliance, and generate impact reports for fundraising organizations

You can use FundMiner to manage donor gifts, track fund spending, and generate impact reports for donors. The system brings together financial, operational, and donor records from your existing databases so teams can see balances without manually editing spreadsheets. You can monitor fund compliance in real time, automatically flag underutilized gifts, and set up role-based permissions for staff. It also lets you build personalized donor reports with narrative updates, track recipient engagement, and provide major donors with dedicated login portals to view balances.

What FundMiner does

Track restricted fund expenditure complianceFlag underutilized donor funds automaticallyGenerate personalized donor impact reportsDeliver reports to donors via secure web portalsMonitor email open rates on sent donor reportsAssign role-based access permissions to departmental staffAggregate gift data from disparate financial recordsReal-time monitoring of donor fund spending and complianceAutomated alerts for underutilized or stagnant donor fundsRole-based dashboards and permission controls for staffPersonalized impact report builder with story collectionHistorical period reporting for financial giftsBranded donor portals displaying live account balancesReport open rate and reader engagement tracking

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FundMiner, donor fund management, endowment tracking, donor reporting, gift compliance, fund utilization, donor portal, higher education fundraising, non-profit finance, fund accounting, impact reporting, financial reporting, donor relations, gift administration, fund stewardship