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Unrestricted matching fund account setup

  • 1.  Unrestricted matching fund account setup

    Posted 6 days ago

    Hoping someone has seen this before and would like to connect!

    We recently celebrated completion of a successful need-based scholarship fundraising challenge. Our foundation used unrestricted dollars to match donor gifts establishing new (or contributing to existing) endowments. Foundation set up separate endowment funds for the matching dollars in order to not mix restricted and unrestricted dollars, and it's creating administrative challenges for utilization and stewardship. We are on the front end of managing these endowment funds for a very long time, and I'm looking for solutions/workarounds.

    Many thanks.



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    F.G. Courtney
    Georgia Institute of Technology
    Development Stewardship
    fg.courtney@dev.gatech.edu
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