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Tuesday, 7 December 2010

Charitable funds restricted or designated

Restricted and Designated funds

How are “Restricted” or “Designated” funds handled and treated in the proper manner for the Charity to safeguard donors, the organization and its charitable status and to reduce the risk of “material differences” for the “Report and Accounts”? Terms based on SORP 2005

Designated funds – Restricted funds

Unrestricted funds can be used for any purpose within the objects of the charity.

Designated funds are unrestricted funds allocated at the charity's discretion to specific projects – this applies to the majority of project funding. Designated funds allocated by the Board or executive can be reallocated if a project does not proceed.

Restricted funds are funds where the donor explicitly restricts their use to specific purposes and if the criteria are not met, then, the funds must be available for repayment.

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