Endowment Information Puzzle Endowment Solutions Introduces… Endowment Manager 2003 TM

Company Overview  KPM Technologies, Inc. / has been providing technology consulting -- primarily to Investment Management firms in the Boston area for over a decade.  Endowment Solutions is a software and services company focused on the not-for-profit community.  Endowment Solutions is able to leverage it investment and accounting systems experience in providing leading edge software and services.

Company Overview  ENDOWMENT MANAGER TM was developed and tested over a five year period in a real-world not-for-profit environment, and has been very successfully managing one of the largest private school endowments ever since.  In the Fall of 2002 it was made available to the entire Non-profit community.  Since then, two additional private schools have become customers.  Today, these three private schools have a combined endowment of over $ 1,000,000,000.

Trustees/ Investment Committee Endowment Information Puzzle Investment Managers Investments Marketable Securities Alternative Investments For… Trustees/Investment Committee

Sample Trustees/Investment Committee Report

Finance/ Treasury Endowment Information Puzzle Endowment Accounting General Ledger Management Trustees/ Investment Committee For… Finance/Treasury/Business Office

Sample Finance/Treasury/Business Office Report

Development Office Endowment Information Puzzle Endowment Donors Endowment Gifts Endowment Fund Profiles Trustees/ Investment Committee For… the Development Office Finance/ Treasury

Sample Development Office Report

Endowment Information Puzzle Fund User/ Department Bricks & Mortar Equipment Activities Grants Finance/ Treasury Development Office Trustees/ Investment Committee For… Fund Users/Individual Departments

For Fund Using Departments Ensure Compliance  Cooperate on Donor Development. Endowment Information Puzzle Endowment Manager 2003 TM Benefits For Finance/Treasury  Easy Setup and Management of All Endowment Fund Accounts For the Investment Committee  Continual, Consolidated View of Endowment Assets For Development  Detailed Endowment Fund Profiles For All  Comprehensive Reporting  Improved Productivity  Improved Accuracy  Data Security Endowment Manager 2003 TM

Thank You Endowment Information Puzzle Endowment Manager 2003 TM KPM Technologies, Inc./Endowment Solutions 167 Milk Street, Suite 465 Boston, MA Endowment Manager 2003  is a trademark of KPM Technologies, Inc.