by lnkt
Tend every fund.
My Funds
All funds across all cycles — click a fund to open its detail view
Ask the portfolio
Try “Which funds are below 80% utilization?”, “How much balance requires action?”, or “Which funds have no recipients?”
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Executive Action Dashboard
Put restricted funds to work, resolve compliance risk, and keep awards moving
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Available to Put to Work
Current-cycle fund balance
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Capital Requiring Action
Balance tied to compliance exceptions
Resolve Exceptions →
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Award Decisions Ready
Ranked candidate lists awaiting review
Review Candidates →
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Funds Blocked by Criteria
Agreements need extraction or approval
Review Criteria →
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Active Cycles
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Funds
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Action Items
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Important Dates
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Announcements
📣
No announcements yet
Post an internal note for fund administrators, development officers, or stewardship users.
Fund Cycles
Manage import cycles and fund pools
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Cycle
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Funds
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Students
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Criteria Confirmed
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Funds Selected
Sync Fund Balances from BI Dashboard Power BI · reportview.tennessee.edu

Automatically log in to the Gift & Endowment Financials dashboard and pull the latest available balances into this cycle. Chrome will open — log in normally (including any MFA prompt) if not already authenticated.

Funds
Load data to see funds
Applicant Portal
Public application form for this award cycle
Custom Questions
Applications
Enable the portal to start receiving applications.
Fund
Fund Summary
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Compliance
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Eligibility Criteria
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Agreement Intelligence
Checking for Firma agreement data…
Recipient Matching
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Stewardship
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Donor Relationship
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Documents & Identifiers
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Available Balance
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Compliance
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Criteria
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Stewardship
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Donor Portal
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Next Action
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Source Document
No connected agreement criteria are available for this fund.
Eligibility Criteria
Core Eligibility
Student Requirements
Use Restrictions
Preferences & Notes
Account Balances
Load a cycle and open a fund to see financial data.
Year-to-Date Activity
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Market Value & Principal History
No financial history imported. Import BI Dashboard data to populate this section.
Spending Plan
Annual expenditure planning and approval workflow
Financial Summary
Planned Expenses
No expenses added.
Spending Plan History
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Past Beneficiaries
Historical fund payments (ERP/SIS)
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Documents
Links to amendments, impact reports, and other fund documents
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Find eligible recipients to see candidates
Fund Story

A narrative shown at the top of the donor's portal page — describe the fund's history, who it honors, and its impact.

Donor Portal
Not yet published
Disabled
Allow donors to view their fund's impact at a shareable link.
/portal/

Lowercase letters, numbers, hyphens only. Used in the shareable portal URL.

Visible to Donor
Candidate Review List

Ranked candidate list with AI summaries. For internal staff review and deliberation.

Fund Decision File

Selected candidates formatted for fund system import.

Donor Notification Drafts

Pre-drafted donor letters with recipient details. Staff reviews before sending.

Activity Log
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Spending Plan Queue
Funds requiring expenditure plans due to compliance issues — track requests through approval
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Action Center
Urgent items across all modules — sorted by priority and due date
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Admin
Invite User

Creates an account and emails login credentials automatically.

Or add manually
Users
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Integrations

Manage connections to Salesforce, Banner, Power BI, email, and other approved external systems.

Open Integrations →
Demo Data

Populate the app with realistic fictional data to showcase all features. Safe to run once — will error if data already exists.

Change My Password
My Account
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Audit Trail
System-wide activity log — every significant action recorded with actor, timestamp, and context
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Compliance Monitor
Fund compliance status and exception tracking
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Total Funds
In the current cycle
View All →
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In Compliance
Meeting all requirements
View →
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Exceptions
Require immediate remediation
Review →
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Pending Review
Spending plan submitted
Review Plans →
Status Distribution
In Compliance
0
Excess Accumulation
0
Underspending
0
Spending Plan Pending
0
Zero Expenditure
0
Negative Balance
0
Filter Funds
Fund Exceptions & Status
Select a cycle to load compliance data.
UPMIFA Underwater Fund Report
Endowment funds where market value has fallen below original gift value
Click "Load Report" to see underwater funds.
Recipient Allocation
Move eligible funds from confirmed criteria to auditable recipient or award decisions
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Total Funds
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Ready for Recipients
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Recipients Found
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Criteria Missing
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Mobilization Opportunities
Find current, restriction-aligned ways to put available fund balances to work
Find Restriction-Aligned Uses
Claude + Web Search

Select any fund to have Claude search the web for current opportunities at Your Organization — awards, research, fellowships, faculty support, student programs, and more — filtered to match the fund's restrictions.

Applicants & Recipients
Browse or upload applicants for the selected cycle
Select a cycle to load applicants.
Important Dates
Key deadlines, milestones, and cycle dates
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Reports & Stewardship
Generate donor impact reports, stewardship letters, and browse past beneficiaries
Select Funds
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Selected Funds
No funds selected.
Report History
Click Refresh to load saved report history.
Donor Search
Find funds by donor name across all cycles
Results
Enter a donor name above to search across all funds.