Donor-Use Audit Review
An independent review of how restricted gifts and grants were spent against donor covenants, grant letters, and board-approved purposes.
Read the engagement detailEngagements
Audit and review work for donor-restricted funds
Each engagement is scoped around gift instruments, grant agreements, and the ledger trail that connects them—not around software features or subscription tiers.
-
-
Restricted Fund Tracking Assessment
A structured look at how your chart of accounts, fund codes, and release practices keep donor restrictions visible from receipt through spending.
Read the engagement detail -
Grant Covenant Compliance Check
Focused testing of spending and reporting against one or more grant agreements before a funder visit or interim report deadline.
Read the engagement detail -
Board Finance Briefing Pack
A clear pack for board treasurers and finance committees explaining restricted balances, open donor questions, and recommended oversight questions.
Read the engagement detail
