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Beneora

Impact

Restricted funds: from designation to defensible evidence

How to structure allocation and fulfillment so an impact claim survives a funder's question.

6 min readBeneora product team

Takeaway

An impact number is only as good as the fulfillment record behind it. Link the claim to the evidence and the evidence to the gifts.

Restricted giving creates a promise. Most organizations keep it — and cannot prove it, because the delivery evidence lives in a folder while the gifts live in a database and nothing connects them.

The chain you need

  • Restriction: the constraint recorded on the fund, readable by anything that spends.
  • Allocation: net reconciled funds assigned to a programme, checked against that restriction.
  • Fulfillment: what was delivered, in what quantity, over what period, recorded by an accountable person.
  • Evidence: the count, filing, invoice or report supporting the fulfillment.
  • Update: the donor-facing statement, linked to the specific gifts that funded it.

The test

Pick any number in your last impact report. Can you get from it to a list of gifts in under a minute, without asking a colleague? If not, the number is a claim rather than a finding.

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Design-partner program

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