When a donor gives $50,000 for your building campaign, that money cannot be used for operating expenses. When a foundation awards a grant for a specific program, those funds must be spent and reported according to the grant agreement. This isn’t a suggestion; it’s a legal and ethical obligation.
CFO Leverage builds restricted fund tracking systems that ensure every designated dollar is properly recorded, monitored, and reported, protecting your organization while maintaining the trust your donors and funders have placed in you.
We'll track restricted donations and grants from receipt through expenditure, which involves:
Mismanaging restricted funds is one of the fastest ways to lose donor trust, create audit findings, and jeopardize future funding. Proper fund tracking protects the organization, demonstrates accountability, and gives leadership clear visibility into how designated resources are being used.
Organizations that use our restricted fund tracking services often also benefit from Government & Grant Reporting, Board-Ready Reporting, Monthly Bookkeeping, and Donation Entry & Revenue Recognition.
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