Apply & Commit: run a restriction-release review
Commit to a specific restriction-release review with a trigger, evidence target, and follow-up window.
Review one donor-restricted balance and decide whether evidence supports release, partial release, or continued restriction. Use this for stale restricted balances, grant-purpose balances, capital campaign balances, or time-restricted gifts before month-end close. I will review [restricted balance] before [close/reporting event]. I will compare [donor restriction] to [eligible cost or time evidence]. If support is complete, I will [draft release entry or document remain restricted] and send it to [reviewer] by [date/time]. Balance: ____. Donor restriction: ____. Evidence to inspect: ____. Program owner: ____. Finance reviewer: ____. Decision by: ____. We will check in after the follow-up window to see whether…
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