Restricted Gift Utilization
Quick Answer: Restricted Gift Utilization
Restricted Gift Utilization compares designated gifts to purpose-level spending and remaining availability, then supports restriction releases when finance policy allows. 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. Track designated activity with Restricted Funds and Income Statement by Fund on Pro. Keep this page as the conceptual guide for donor questions about remaining restricted balances.
Planned for Pro and Enterprise. Use Restricted Funds and by-fund statements for live designated activity today.
Restricted Gift Utilization
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.
- Post a restriction release when the purpose is satisfied.
Good to Know
Planned for Pro and Enterprise. Use Restricted Funds and by-fund statements for live designated activity today.
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