Engagement
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.
Request this review
Who this is for
Organizations that track many restricted gifts but struggle to show a clean trail from designation to release. Especially useful after a system migration, a merger of programs, or when volunteer bookkeepers handed work to a new finance hire.
Scope
We map how funds are coded at receipt, how releases are authorized, and whether reports to the board separate restricted balances in a way donors and auditors can follow. You receive a tracking assessment memo and a prioritized list of control or coding changes.
Exclusions
We do not implement accounting software, rewrite your chart of accounts for you, or train every staff member—though we can recommend a short briefing agenda for your finance committee.
Next step
Ask for a fund tracking assessment with a short note on how many active restricted funds you carry.
Fee basis
Fixed-scope assessment priced after we review your fund structure outline. Suitable when systems feel messy but a full donor-use review is not yet needed.
See fee guidance