Kuali Endowment Management

Community. Delivers a means to account for your institution's endowment funds (and similarly invested long-term funds) and their corresponding investments, transactions, obligations, and the underlying funds to which those assets and liabilities belong. Based on the functionality of the Indiana University Foundation Endowment and Trust Accounting (ETA) System, KEM is a re-engineering effort that adheres to the Kuali Architecture and Standards. The application includes investment tracking and reporting, investment participation (endowment and non-endowment) management and reporting including unitized transaction, budgeted and actual income projections (pooled funds and separately invested holdings), access to donor instructions, beneficiary disbursement process and information (tax) reporting, management of available funds with searchable data elements describing the terms of use.