Funder-ready impact, with every gift already matched to the ledger.
Gift-to-finance matching, funder-ready impact, and donor cultivation all read off one reconciled record, instead of being assembled by hand each cycle.
Donor, finance, grant, and program data on one record.
The same donor is matched across the donor system, finance, grants, and program data. Each gift ties to the general ledger as it lands, with restrictions tracked, so the month-end match stops being a manual cleanup. Grant obligations carry from the award, and program outcomes attach to the funding behind them.
Every field on the record traces back to the system that holds it: the gift to the donor system, the match to the ledger, the restriction to the grant. When a figure looks off, you see exactly where it came from.
The Calderwood Family Foundation
Reconciled across donor, finance, and program
Giving history
- Lifetime
- $1.24M
- Last gift
- $50,000
- Last gift date
- Mar 2026
- Gifts
- 47 over 17 yr
Reconciled to finance
- This FY
- $120,000tied to GL ✓
- Restricted
- $80,000
- Unrestricted
- $40,000
- Status
- Matched ✓
Grant obligations
- Active grants
- 2
- Committed
- $300,000
- Next report
- Aug 31, 2026
- Use
- Youth literacy
Program outcomes
- Students served
- 1,840
- Sites funded
- 6
- Cost per student
- $163
- Reading gain
- +1.4 grade lvl
Segments & prospects — derived from the resolved record
Giving, capacity, engagement, and program fit drawn from one record. The same picture drives the appeal, the cultivation list, and the retention flag.
Outcomes attach to the funding behind them.
Restricted dollars sit beside the results they funded, so each program's outcomes trace to the grant and the gifts behind them. The funder report and the board update are built from the same reconciled record, current, instead of a week of stitching exports together.
Because gifts already reconcile to the ledger, the numbers you report match the numbers finance closed. You can show, and check, that the spending and the mission line up.
Outcomes by funding source
Each program's results tied to the restricted dollars behind them.
An agent drafts the board packet, and every figure traces to source.
Each cycle an agent drafts the recurring board packet, the 990 schedules, and the audit pack off the reconciled record, for finance to approve. The statement of activities ties to the close, the restricted-net-asset roll-forward reads by grant against spend-down, and the contributors schedule matches every gift to the ledger.
Each exhibit carries the source behind its numbers, so when a board member or an auditor asks where a figure came from you point at the system that holds it: the gift to the donor record, the release to the grant, the revenue to the ledger.
Q2 board pack, assembled
Built from the reconciled record: each exhibit traces to the system that holds it.
The same record drives who you cultivate next.
Capacity, giving, and engagement come from the same reconciled record, so a score traces to gifts finance recognized and engagement the email system logged, not a guess bolted on from outside. Your gift officers can trust who the model ranks because they can see what it ranked them on.
When a major donor's giving slips, the model surfaces it, drafts the gift officer's next touch, and writes the assignment back to the donor system for a person to approve.
Prospects to cultivate
The model scores capacity and affinity off the same donor record.
You catch a donor lapsing while there is still a relationship to save.
The model reads lapse and decline off the reconciled record, not off one system's guess: giving the ledger recognized, the last appeal the email system logged, the officer who left. It surfaces the cohort with last gift, trend, and the reason the relationship cooled, so a gift officer sees why a name is on the list.
For each one it drafts the re-engagement touch, grounded in the grant the donor last backed and the outcomes it bought, assigns it to a named officer, and writes the assignment back to the donor system for a person to approve.
Donors lapsing or declining
Detected on giving the ledger recognized and engagement the email system logged.
Restricted youth-literacy renewal, drafted from the grant the fund last backed and the outcomes it bought: 1,840 students, +1.4 grade level.
Every funder obligation, tracked against the spending behind it.
The grants system holds the awards and the reports each funder is owed, and the ledger holds what has been spent against them. On one record the two reconcile, so restricted spend-down, the next report due, and a drawdown deadline come forward before they slip.
Finance and development read the same obligations, current as gifts and spending land, and nothing restricted goes unspent or unreported by accident.
Grant obligations & spend-down
A report-due date drafts the submission, not just a reminder.
Report-due dates and drawdown deadlines carry from the grants system, and restriction and spend-down read off the reconciled ledger. When one comes due the model assembles the figures the report needs off the record, ties the eligible spend line by line to the restricted budget, and drafts the submission or the drawdown request.
Finance reviews a request already built and routed, then approves it back to the grants system. Restricted money does not sit undrawn against a deadline because the action was waiting on someone to start it.
Deadlines that draft the action
Report-due and drawdown dates, with the figures each one needs assembled off the record.
Request assembled off the ledger: $403,200 drawn against $420,000 awarded, eligible spend tied line by line to the restricted budget.
See it on your own systems.
Tell us how your team reconciles giving and reports impact today. We will show you the same work on one record, run for you.