Restricted gift question list
Use gift IDs, dates and amounts from a narrow export. Remove bank and card details. Grantkeeper keeps the donor’s wording next to the fund shown in your records, without deciding whether a restriction is legally binding.
Fictional example.
Start with the source records
Use gift IDs, dates and amounts from a narrow export. Remove bank and card details. Grantkeeper keeps the donor’s wording next to the fund shown in your records, without deciding whether a restriction is legally binding.
A mismatch becomes a question, not an automatic change. Keep refunds and adjustments visible. After the bookkeeper answers, save the checked note with the source transaction so the next volunteer does not have to reconstruct the decision.
Check before using the draft
Gather and organize only. Your bookkeeper decides how to record funds and corrections.
Use QuickBooks, Xero. Read the donor follow-up guide.
Sources: QuickBooks documentation, Xero documentation
What you send
Compare this gift note with our donation export. List questions for the bookkeeper.
What Grantkeeper prepares
A review sheet linking gift IDs to donor wording, recorded fund names and questions about mismatches.
What to keep in mind
Gather and organize only. Your bookkeeper decides how to record funds and corrections.