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Use caseUC0058

Turn a donor gift file into a fund worksheet

A donor's gift file establishes funds, but the paperwork doesn't always say who restricted them or what they're for. This app reads the file and drafts a worksheet, one row per fund, flagging every call it can't settle for review.

For the gift administration officeCross-domain · Nonprofits & Foundations

Why it matters

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

Gift administration and advancement teams at a nonprofit or foundation, setting up new funds from signed donor agreements.

✕Today's manual process

1Read each donor file manually and list every fund the paperwork actually establishes, not just mentions.
2Work out the restriction fund by fund, from language that may not settle it.
3Decide if the purpose binds the institution, or only records a donor's wish.
4One wrong call freezes money the institution could spend, or spends money that was actually restricted.
Every donor file read manually

✓With the app

1The file is read and every fund it actually establishes is listed, pledges and pass-throughs left out.
2Each fund gets two calls donor-restricted or board designated, and binding or advisory.
3What the file doesn't settle is marked not determined, instead of guessed.
4A counsel flag fires the moment a board-designated fund reads like a donor restriction.
The worksheet flags what needs counsel

See it work

One real case, read by the app, step by step

One donor file, DF-2009-869, sets up six funds, one of them the board's own designation.

Turn a donor gift file into a fund worksheetReference appBuilt to be shaped to your process
  1. 1Six funds found not just mentioned, actually established by this file.
  2. 2Each fund's own record code, name, and who actually imposed the restriction.
  3. 3The board's own fund held permanently, but imposed by the board, not the donor.
  4. 4The counsel flag fires because this fund reads like a donor restriction and isn't one.

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 →
33 of 33board funds correctly flaggedmeasured in 06 Evals →
269 of 275funds correctly matchedmeasured in 06 Evals →
2,466 of 2,525fields extracted correctlymeasured in 06 Evals →
1.4¢to check one donor 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 rulesYour own definitions of donor-restricted, board designated and binding, not this program's sample rulebook.
Your recordsThe donor files and gift agreements your institution already holds, in whatever format they arrive.
Your systemsFinished worksheets can go to your fund-accounting system, flagged rows routed straight to counsel.
Your screensThe columns, labels and layout your gift administration team already uses on its own forms.

Want this for your team?

Talk to us

We can run this on your own donor files and fund policy, inside your environment.

Talk to us →
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