Balancing Act: Restricted vs. Unrestricted Fundraising

Presented by: Michael Johnson, Beverly Braunsky

Description: This workshop will address the subtle issues surrounding restricted and unrestricted charitable income and the importance of balancing fiscal responsibility with donor intentions. Workshop attendees will be able to understand the definition of restricted and unrestricted donations, how restricted funds are designated, legal obligations of restricted gifts, the types of restricted funds, and donor cultivation strategies for restricted and unrestricted gifts. The primary audience for this workshop is CFOs, CDOs, and CEOs.