We’ve renamed the report¬†CR GFT Budget to Actuals Summary¬†to CR GFT Gift Summary. This name change is to reduce confusion, because this report shows both endowed and spendable information. It will be used to find all details associated with gifts and underlying programs rather than to find remaining spendable.

To find spendable balances, please use the new report CR GFT Spendable Balance Summary. The following endowment-related ledger accounts are excluded from this new report in order to display only those ledgers where the funds are available to spend:

  • Ledger 4510 – Gift Contributions Endowed Funds
  • Ledger 4640 – Endowment Buy-in
  • Ledger 6073 – Gift Fee on Endowments