Available Cash Overview

Written by Nick Miles

Last published at: September 25th, 2018

A non-endowed fund can have a spendable number that is different from it’s available balance. This might be the case if:

  • A foundation uses a cushion of investment assets to allow room for market fluctuations.

  • A fund has assets in holding accounts, like a pending stock sale or pledges/accounts receivable, where it is a non-spendable asset.

To address these scenarios, Community Suite will automatically calculate the Available Cash within a fund and display the amount in the Fund and the Donor Portal. 

Fund View:

Donor Portal View: