Introduction

Overview of FIMS

The Foundation Information Management System (FIMS) is a suite of integrated modules that work together within a single relational database.

Since FIMS is an integrated system, it allows a single point of data entry, increased reliability, and instant access to information for reports and queries.

FIMS addresses the unique tasks and procedures of charitable institutions within the following modules.

FIMS Core Modules

The following modules comprise the core of FIMS functionality.

Profile Management – Maintains name, address, demographic information, affiliations, relationships, alternate addresses and notes about the individuals and agencies associated with your organization.

Donor and Gift Management – Maintains information specific to donors and allows gifts to be entered and posted to other modules in the system. It also maintains a history of giving and includes a subsystem for tracking pledges.

Fund Management – Controls the information on funds and their relationship to other modules within the system. Includes a database of distributions made from a fund (such as the program area of a field of interest fund, or designated distributions to one or more specific agency). Administrative fees are calculated and posted to General Ledger from Fund Management.

Grant Management – Manages all grant functions, from entry of the original application to the automatic transfer of grant payment information to Accounts Payable. Allows multi-fund as well as multi-year grants.

Accounts Payable – Controls grants and administrative vouchers from initial receipt, or creation through the printing of the checks. Offers a wide variety of management reports.

General Ledger – A full-featured General Ledger for managing the financial information of the organization and preparing financial statements. Designed specifically for the unique requirements of charitable institutions.

Fund and Account Tracking System (FACTS) – Manages the various pools in which funds are invested. Allows the unitizing of funds and the automatic allocation of investment income and fees to participating funds.

FieldMaker – Provides the ability to add new information fields to the FIMS database, which allows organizations to build a customized database based on the FIMS framework.

Optional Modules

FIMS Functionality can be extended with the addition of these optional modules.

Scholarship Management – An optional add-on to the Grant Management module, that provides grant features that are specifically designed for scholarship tracking. Links applications and awards to recipients, named scholarships and educational institutions.

Pledge Management – An optional add-on to the Donor and Gift Management module that provides the ability to track pledges made to the organization.

Reconciliation and Rapid Entry Module (REM) – An optional module for those who need to reconcile many separate bank accounts.

Stock Gifts - This module works with the Donor and Gifts Management module to simplify and automate the entire process of managing security contributions - from entry and valuation of stock gifts.