Answer: Gifts with different Net Assets Classifications must be placed in different funds. Fundriver can only assign one net asset classification per fund. For the Permanently Restricted funds, the program knows that the historical gift amount is Permanently Restricted and the earnings on the fund are Temporarily Restricted (or Unrestricted if underwater). The software cannot segregate an amount out of that fund to be a different Net Asset Classification.
FAQ: Can I Have Historical Gifts With Different Net Assets Classifications in One Fund? Print
Created by: Cosley Campbell
Modified on: Mon, May 18, 2020 at 3:29 PM
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