Release Restricted Donations Only When Their Conditions Are Met
Restricted donations can only be spent when their conditions are satisfied, and tracking that manually invites misuse. Track each restricted fund's release conditions and flag when they're met.
- 1
Log the Restrictions
Record each restricted gift's release conditions and purpose.
- 2
Track Condition Progress
Update as milestones or matching thresholds are met.
- 3
Flag Releasable Funds
Add an
IFnode notifying finance when conditions are satisfied. - 4
Keep the Audit Trail
Document the condition satisfaction for the auditors.
- 5
Activate and Test
Activate the workflow with a test fund. Confirm the release flag fires on condition.
Frequently asked questions
Why is this delicate?
Spending restricted funds prematurely violates donor intent and creates liability — the tracker enforces the promise.
Donor reporting?
The same data powers the impact reports restricted donors expect.
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