Policies, Reports & Fundriver Training

Policies

Endowment Giving Policy

Endowment Utilization Policy

Gift Acceptance Policy

Quasi Endowment Policy

Restricted Funds Management Policy

Endowment Reports

• Fiscal Year 2021 Endowment Report (pdf)
• Fiscal Year 2020 Endowment Report (pdf) 
• Fiscal Year 2019 Endowment Report (pdf)
• Fiscal Year 2018 Endowment Report (pdf)
• Fiscal Year 2017 Endowment Report (pdf)
• Fiscal Year 2016 Endowment Report (pdf)
• Fiscal Year 2015 Endowment Report (pdf)
• Fiscal Year 2014 Endowment Report (pdf)
• Fiscal Year 2013 Endowment Report (pdf)
• Fiscal Year 2012 Endowment Report (pdf)
• Fiscal Year 2011 Endowment Report (pdf)
• Fiscal Year 2010 Endowment Report (pdf)
• Fiscal Year 2009 Endowment Report (pdf)
• Fiscal Year 2008 Endowment Pamphlet (pdf)
• Fiscal Year 2007 Endowment Pamphlet (pdf)
• Fiscal Year 2006 Endowment Pamphlet (pdf)
• Fiscal Year 2005 Endowment Pamphlet (pdf)
• Fiscal Year 2004 Endowment Pamphlet (pdf)

Training

Tips for Using Fundriver

There are two (2) links to access Fundriver under the Controller's List of Financial Systems: 

1. "Fundriver Department" for Departmental Financial Officers, and
2. "Fundriver Main" for Development and Stewardship Staff.

Be sure to sign in to Fundriver through the Dartmouth Authentication log-in only.
If you attempt to sign in using Fundriver's log-in prompt, you may be locked out of
the system.  A lock-out will occur after three attempts.  If you have been locked out
of Fundriver, you will need to contact Institutional Accounting.

Learn how to gain system access to Fundriver.

Fundriver Training Manuals

Departmental Financial Officers Training
Development and Stewardship Staff Training

Other Training

Spending Endowment Funds

Tutorial on difficult-to-spend endowment funds

Restricted Fund Management

RFM tutorial and policy