Fund Query
Ask plain-English questions across active fund purposes.
Search gift agreement purpose language and available balances without digging through static spreadsheets.
Philanthropic fund intelligence
Navigate fund purpose, balance, and donor intent with clarity.
FundNav helps advancement, stewardship, and budget teams query gift agreement language, review fund activity, and make better fund decisions without requiring CRM or ERP integrations.
Purpose
Query agreement language
Access
Segment by org, unit, and role
Setup
Start with secure uploads
Built for higher education
Decision support for restricted-use funds.
No donor identities or student records are required for core fund intelligence.
Admins control data uploads, units, users, and module access.
End users only see the funds, balances, and tools assigned to them.
Platform modules
A modular workspace for fund decisions.
Start with the tools your office needs now, then expand module access by role as workflows mature.
Fund Audit
Run repeatable reviews across your fund universe.
Scan assigned funds for restrictions, stewardship themes, spend purposes, or policy questions.
Scholarship Matching
Match scholarship criteria to student data when available.
Compare award language against structured student profiles for faster decision support.
Balance Review
Identify funds where spending is not keeping pace.
Use a consistent multi-year framework to surface balances that may warrant closer review.
Agreement Extraction
Convert readable agreement PDFs into usable text.
Move agreement language into clean text and Word exports for review, reuse, and cleanup.
Agreement Drafting
Draft new agreements from proven examples.
Use prior agreements as templates while FundNav helps clean structure and language.
Role-based access
Superadmin, admin, and user permissions.
FundNav separates platform setup, institutional administration, and end-user decision support.
Current-state data model
Upload, replace, and control the active dataset.
Admins refresh the active fund file when balances change. Prior fund data is not retained for user workflows.
No integration dependency
Useful without CRM or ERP plugins.
FundNav works from structured uploads, making it easier to pilot before a heavy technical implementation.
Contact FundNav
Want to learn more or get started?
Send a note about demos, onboarding, pricing, or fit. FundNav will follow up by email.
Built for offices that need clearer decisions around restricted-use funds without waiting on a full technical integration project.
Ready to see the product?
Bring fund intelligence into daily decisions.
Sign in if your workspace is live, or reach out through the login page to ask about demos and setup.