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Check a donor's file before you release restricted funds

A restricted fund's purpose lives across a gift agreement, later donor letters, and phone notes, and they don't always agree. This app reads every source, quotes the donor's own words, and tells you when two sources genuinely conflict.

For the gift administration deskNonprofits & Foundations

Why it matters

Today's manual process, and the same job with the app

Fund accounting and gift administration staff at universities, hospitals, foundations, and museums.

✕Today's manual process

1Read every document the signed gift agreement, later donor letters, memos, and call notes, hoping nothing was missed.
2Compare every clause across sources by memory, trying to catch where a later letter changed the terms.
3Decide what to write down when two signed sources say different things, often without flagging the conflict.
4Get it wrong and the fund is released against a purpose no one actually agreed to.
Every fund's file read manually

✓With the app

1Every document is read the gift agreement, letters, memos, and call notes, together in one place.
2Every clause is compared and each element's value is quoted straight from the source that states it.
3Conflicts are named, not settled when two signed sources disagree, both are shown and no value is chosen.
4Nothing is released on a guess a genuine conflict goes to a person to read both documents first.
Conflicts surface instead of being missed

See it work

One real case: what the app found, step by step

Delphine Aubrey's 2015 gift agreement and a 2019 letter don't agree on how long the fund lasts.

Check a donor's file before you release restricted fundsReference appBuilt to be shaped to your process
  1. 1What it found Two sources agree: graduate students in the doctoral programme in public health.
  2. 2The proof Every value quotes the donor's exact words, the letter, and who signed it.
  3. 3Knows the difference These two rules don't contradict, so it keeps both instead of calling it a conflict.
  4. 4Routed to counsel Two sources disagree on the term, so it sends the file to counsel.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
187 of 216elements read correctlymeasured in 06 Evals →
35 of 50disagreements caughtmeasured in 06 Evals →
190 of 190quotes that check outmeasured in 06 Evals →
2.4¢to read one fund's filemeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your ruleswhich of your documents count as signed evidence, and how you define a conflict.
Your recordsyour own gift agreements, donor letters, memos, and fund accounting entries, in the formats you keep them.
Your systemsreads from your document management system or shared drive, and can flag a file for legal review.
Your screensthe element names, the wording, and the layout your gift administration team already uses.

Want this for your team?

Talk to us

We can run this on your own fund files, inside your own systems, before you release any money.

Talk to us →
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