Donor-Restricted and Temporarily Restricted Fund Management

Keep Your Mission on Track — and Your Restrictions Crystal Clear

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Donor-restricted funds come with responsibility, not just gratitude. At Non-Profit Books, we help tax-exempt organizations manage donor-restricted and temporarily restricted funds with the precision, transparency, and compliance that funders — and auditors — expect.

Proper tracking of restricted gifts isn't optional. Missteps in classification or spending can jeopardize donor trust, financial integrity, and even your nonprofit’s exempt status. Our team ensures every restricted contribution is recorded correctly, used appropriately, and reported clearly in your financial statements and Form 990.

We work with a wide range of mission-driven organizations — from educational and healthcare nonprofits to environmental and faith-based groups — ensuring their restricted funds stay aligned with donor intent and organizational goals. Using true fund accounting practices, we help you monitor balances, release restrictions appropriately, and demonstrate compliance in every report.

Our approach goes beyond the ledger. We help your leadership and development teams understand how restrictions flow through your budget, impact your cash flow, and influence your narrative with stakeholders. This isn’t just bookkeeping — it’s financial stewardship built around accountability.

Non-Profit Books brings a focused, nonprofit-only lens to every engagement. Our affiliations with WICPA, ISACA, and IBAW reflect the professional rigor behind the work we do — and our dedication to advancing nonprofit finance as a craft.

If you’re ready to take the guesswork out of restricted fund management, we’re ready to help. Let’s keep your mission funded — and fully compliant.

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Non-Profit Accounting is not a CPA firm and does not provide assurance services.