Endowment Reporting

We've reimagined Endowment Reporting.

Deliver your endowment reports with speed, accuracy and impact.

Book a Demo

Save Valuable Time and Inspire Your Donors.

Compelling endowment reports delivered in days, not months..

Eliminate manual report processes
Eliminate copy, cut, and paste
Eliminate daily spreadsheet reviews
Ditch your daily spreadsheet reviews.
Replace basic endowment reports with custom designed reports
Say goodbye to boring endowment reports.
Download a Sample Report

Enhance Donor Communication

Engage donors with clear, timely impact updates

 

Strengthen Donor Retention and Loyalty

Strengthen credibility with clear and comprehensive reports.

Increase Efficiency

Reduce manual workload while still allowing for personalization.

Ensure Accuracy

Leverage automation to deliver error-free reports at scale.

 

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“Reporting Xpress has significantly reduced the amount of time our staff needs to complete our annual reports...the finished product looks terrific”

Deborah Edwards

Director of Advancement Operations | Gallaudet University

Endowment Reporting case study

Download the case study to see how Gallaudet streamlined reporting

Download Now

Engaging Reports

Designed for clarity and impact, focusing on what matters most to your donors.

 

Impress Your Board

Level up your endowment reports, and they will notice.

 

Personalized For Every Donor

Donors will appreciate timely, tailored financial data and personalized message of appreciation.

Distribute With Ease

Get reports to donors weeks earlier.  Choose print-ready files for mailing, or let us handle digital distribution directly to your donors.

Cut reporting time by up to 80% compared to manual methods

Streamline Endowment Reporting

Reduce endowment report time by 80%
Reduce time spent by 70-80%
Enhance transparency in reporting
Enhance Transparency
Personalized donor communication strategies
Personalize Communication
Produce modern, accurate reports automatically
Produce modern, accurate reports
Distribute reports digitally across organizations
Deliver reports digitally
Talk to a reporting expert

Get Started with Hassle-Free Endowment Reporting

Schedule a Discovery Call

How It Works:

Our effective process for creating endowment report automation reduces your time spent on endowment reporting 70-80%.

What you will do:

  • Design your Endowment Report Layout in Microsoft Word

  • Tell us what data you would like in the report

  • Optional: Let your developers personalize donor letters in individual reports when they are completed

  • Print reports/send electronic file to your printer or we can email them for you (automated)



 

What we will do:

  • Design your data structure

  • Import/extract and merge data into a custom one-time use data warehouse

  • Reshape data for endowment reporting

  • Create "data blocks" to go into your Word layout

  • Auto-populate individual reports with data utilizing our automated reporting platform and Microsoft WOPI technology

  • Reports appear in the Reporting Xpress portal for your review

  • Allow you (usually development officers) to personalize select individual report letters

  • Email reports to donors (if you would like)

Get Started
Book a Demo