Restricted vs. Unrestricted Funds (The Calm CFO Breakdown)
Автор: Non-Profit Budgets & Books
Загружено: 2025-11-19
Просмотров: 7
Ever had to explain to your team why you can’t buy new equipment, even when there’s money sitting in the bank?
You’re not alone. One of the biggest challenges nonprofit leaders face is understanding why some funds can’t be spent freely. It can feel frustrating when the numbers look good, but your hands are tied.
That’s why, in today’s episode, I break down the difference between restricted and unrestricted funds, and how to communicate it clearly to your team.
You’ll learn how to identify each type of fund, stay compliant with your grant agreements, and keep your organization financially healthy and funder-ready.
✨ Key Timestamps ✨
00:00 Intro
00:45 Restricted funds
01:50 Four different ways to identify restricted funds
02:42 Unrestricted funds
03:24 Common mistakes nonprofits make with restricted funds
05:00 Tips to stay compliant and keep funders happy
05:24 Final thoughts + next steps
Check out my previous tutorial video about tracking grant expenses in Quickbooks: • How to Track Grant Expenses in QuickBooks ...
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