Managing Restricted Gifts

Webinar Date
June 14, 2023, 2:00 p.m. – 3:30 p.m. EDT
Land Trust Alliance
Kay Sohl
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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.