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.

Available on Pro and Enterprise. Connects to Restricted Funds concepts in your Chart of Accounts and rolls into Net Asset Rollforward at year end. Use Income Statement by Fund for period activity by fund on the same plans.

Pro or Enterprise required.

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

Pro or Enterprise required.

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