Module 09
Full Data
Fund & Designation Tracking
Revenue GrowthOperational EfficiencyGovernance & ComplianceMission Impact
16 Q&A cards
7 cognitive functions
Cognitive Functions
Fund Balance MonitorRestricted/Unrestricted TrendDesignation Drift DetectorFund Compliance AlerterFund Lifecycle ReporterDAF Disbursement TrackerEndowment Spend Monitor
Q&A Cards
FND-001
FND-002
FND-003
FND-004
FND-005
FND-006
FND-007
FND-008
FND-009
FND-010
FND-011
FND-012
FND-013
FND-014
FND-015
FND-016
What is the balance in each restricted fund?
What percentage of revenue is restricted vs unrestricted?
Is our unrestricted funding shrinking?
Which funds are growing and which are declining?
Have any donors shifted their designations this year?
Are we compliant on all restricted fund usage?
How is the capital campaign fund tracking against its goal?
Which funds are nearly depleted and need replenishment?
How many funds do we have and what's the total across all?
What's the year-over-year trend in designated giving?
Which programs are donors choosing to fund most?
Are any fund disbursements missing required documentation?
How much restricted revenue doesn't align with our strategic priorities?
Do we have enough unrestricted revenue to cover core operations?
What DAF disbursements are expected, and when?
What is the endowment spend rate vs our spending policy?