BU Fundamentals of Restricted Funds Management

This session provides a practical introduction to managing donor-restricted current-use and endowment funds at Boston University. It is designed for fund administrators who are new to the role, have not attended training within the past year, or are seeking a refresher. Participants will gain a clear understanding of key principles, policies, and tools needed for effective stewardship of restricted funds. What You’ll Learn: Your role and responsibilities in managing donor-restricted funds How to access and use key systems (SAC and BBEC) to monitor funds How to navigate common scenarios, including: o Understanding donor restrictions and preferences o Managing unspent balances o Handling reinvestment of spendable income from endowments o Requesting review of hard-to-spend funds