Options

Rate of Return on Fund Statement

amyrectoramyrector Posts: 1 ✭
First Compass Anniversary Photogenic Conversation Starter
in Finance & Operations

Does anyone put the annual rate of return on your fund statements?

Tagged:

Answers

  • Options
    SusieLotreckSusieLotreck Posts: 18 ✭✭✭
    Summit 2024 Beer Expert First Comment First Compass Anniversary
    edited June 2023

    We do not at this time but are considering adding this detail to appear on the fund statement. Currently, we upload an Investment Update report to "Files" in the donor portal which provides the rate of returns on a quarterly basis.

  • Options
    BethNuttallBethNuttall Posts: 49 ✭✭✭
    First Compass Anniversary First Comment Photogenic First Answer

    Yes, we do include the rate of return in the cover letter that we send with each fund report.

  • Options
    JenniferSheahanJenniferSheahan Posts: 4 ✭
    First Compass Anniversary 5 Likes First Comment Name Dropper

    We do not include the rate of return on our fund statements. However, we update return information on our website quarterly.

Sign In or Register to comment.

Community Guidelines

  • Community Rules
  • Community Support
  • Community FAQs

    • About Foundant

    Support

    Follow Us

    facebook linkedin twitter instagram