Restricted Gift Utilization compares designated gifts to purpose-level spending and remaining availability. Development and finance teams answer donor questions with numbers tied to the ledger—not informal spreadsheets.
This purpose-level view is not an open tile on the live Reports hub today. Live designated activity stays in Restricted Funds and Income Statement by Fund, available on ProEnterprise for a parent organization. Keep this page as the conceptual guide for donor questions about remaining restricted balances.
Planned for ProEnterprise. Use Restricted Funds and by-fund statements for live designated activity today.
Compare designated gifts to spending and remaining availability by purpose.
Workflow
- Review gifts tagged to a restricted purpose or fund.
- Compare posted expenses against designated balances.
- Use Restricted Funds and Income Statement by Fund for live designated activity.
Good to Know
Planned for ProEnterprise. Use Restricted Funds and by-fund statements for live designated activity today.
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