Managing Restricted Gifts
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About This Webinar
Join us to learn more about the systems your land trust needs to make tracking gifts and grants with donor restrictions accurate, consistent and easy to explain. In this webinar, you will learn how to reduce audit costs and prevent confusing records and reports on restricted gifts. We will explore strategies to save time and increase accuracy in tracking receipt of gifts and pledges with restrictions and the proper use of donor restricted gifts. Perfect for those new to managing grants or needing a refresher to help cope with multiple complex gifts and grants, this webinar will build your understanding of the distinction between restricted and conditional gifts.
Here’s a look at what we will cover:
Identifying and documenting donor restrictions.
Avoiding unnecessary donor restrictions.
Distinguishing donor restrictions from Board designations.
Tracking the use of donor restricted funds.
Dealing with permanently restricted gifts.
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Disclaimer
These resources are provided "as is" for informational purposes only, without warranty of any kind. They do not constitute legal or professional advice and do not create an attorney-client relationship. They may not reflect current legal developments and should be adapted for your organization with qualified professional help. The Alliance is not liable for any damages arising from use of or reliance on these resources. Views in individual posts and third-party links/logos are not Alliance endorsements. The Alliance is committed to equal opportunity and does not condone unlawful discrimination.
For accreditation-related materials, please also consult the Land Trust Accreditation Commission website.