Managing Restricted Grants in a Small Nonprofit

Tracking the receipt, use, and release of multiple restricted grants is a difficult, confusing task. Large nonprofits have the option to employ many staff and expensive grants management platforms to track their restricted funds. Such options are not practical, or even necessary, for smaller nonprofits. This session is designed to introduce an Excel-based roll-forward schedule as a functional method for managing restricted funds in a resource-constrained organization.

Content includes:

• Define restricted funds
• Overview of risks and consequences of failing to properly track restricted funds
• Walk-through of roll-forward schedule
• Tips for using roll-forward schedule information to make entries into the accounting
• system

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