Magnus Accord · Restricted Gift Assurance
Every restricted gift carries a promise. Accord helps you prove it was kept.
Magnus Accord connects donor restrictions, financial activity, and board oversight in one governed workflow — so your team can catch exceptions early and produce evidence without rebuilding the story by hand.
AI prepares the work. Your team retains authority.
The operational gap
The promise is recorded in one system. The proof is scattered across five.
When a restricted gift is questioned — by an auditor, a funder, or your own board — someone has to reassemble what happened from every system it touched.
Restriction language lives in PDFs and email threads.
The CRM knows the donor, not what the money may be used for.
The ledger records spending without the restriction beside it.
Reporting dates sit in calendars and spreadsheets.
Receipts and acknowledgements live in shared drives.
The packet is rebuilt by hand each quarter, under deadline.
From promise to proof
One governed workflow, with a person at every consequential step.
Accord prepares the work; your team confirms it. At no step does an AI-generated interpretation take effect without human approval.
Capture the source document
AI prepares Ingests the gift agreement, grant letter, or pledge and keeps the original attached.You approve Decides which documents belong in scope.Extract restrictions with citations
AI prepares Drafts each restriction — purpose, time, and reporting terms — citing the exact page and paragraph.You approve Sees precisely where every interpretation came from.Confirm the interpretation
AI prepares Holds every extraction in a proposed state; nothing takes effect on its own.You approve Confirms, edits, or rejects each restriction before it governs anything.Monitor relevant activity
AI prepares Watches coded financial activity and deadlines against the confirmed restrictions.You approve Keeps working in your existing accounting and donor systems.Surface exceptions
AI prepares Flags spending, timing, and documentation issues into one prioritized Action Hub.You approve Reviews each exception and decides what happens next.Assemble board-ready evidence
AI prepares Prepares the trail — sources, confirmations, resolutions — into reviewable evidence.You approve Approves what goes to the board and signs the formal record.
Restricted Gift Action Hub
Not another dashboard. A queue of decisions that need you.
The Action Hub turns restrictions, deadlines, and financial activity into a short list of things a person should look at — each one arriving with its source, its context, and the decision it needs.
- Restriction conflicts between overlapping gifts and grants
- Missing source documentation and acknowledgement letters
- Funds approaching time or purpose limits
- Expenditures that need a human decision before they harden
- Upcoming grant reports and funder obligations
- AI-prepared classifications waiting on approval
- Evidence gaps in the next board packet
Across the organization
One record of the promise, three teams who can stand behind it.
Donor Operations
Preserve donor intent from the first conversation: restriction language, acknowledgement requirements, and communication history stay attached to the gift they belong to.
Finance & Grants
Connect confirmed restrictions and grant conditions to actual financial activity — so exceptions and reporting dates surface while there is still time to act.
Boards & Governance
Walk into finance committee with traceable evidence instead of a reconstructed story — while formal approval stays with the people authorized to give it.
Governed AI
Useful AI should also be accountable.
Accord is built so that every AI-assisted result can be explained, defended, and — if needed — reversed. Assurance is the product, not a feature of it.
- Source-grounded outputsEvery interpretation cites the document, page, and paragraph it came from.
- Human approval statesAI work stays proposed until a named person confirms it.
- Role-aware accessPeople see and approve only what their role allows.
- Organization-scoped dataYour records stay inside your organization’s boundary.
- Audit historyUploads, proposals, confirmations, and resolutions are all recorded.
- Provenance & timestampsWho did what, when, and on which evidence — on every record.
- Reversible AI proposalsAnything Accord prepares can be edited, rejected, or rolled back.
- Explicit boundariesExternal and irreversible actions are outside what Accord can do.
Design Partner Beta
Help shape the assurance layer nonprofits are missing.
We are working with a small group of organizations in a controlled private beta — a collaboration, not a self-serve product. Design partners get direct access to the team and real influence over what Accord becomes.
- Bring one real restricted-gift or grant workflow from your organization
- Help validate the exception and approval rules against your actual policies
- Review board-ready evidence outputs before they set the standard
- Influence integration and reporting priorities for the roadmap
- Receive direct implementation support from the team building Accord
Start smaller
Not ready for a beta? Start with one page.
Send your organization’s name and we send back a free one-page picture of your revenue mix and three-year trend, read from your public Form 990. No call, nothing confidential, nothing retained.
- Your revenue mix for the most recent filed year, by source category
- Your three-year total revenue trend
- A concentration measure, and one plain sentence naming what it means
- One sentence on what typically comes under pressure first if the dominant source moves
Questions
Asked by every careful finance team.
Restricted Gift Assurance
Turn donor promises into evidence your board can stand behind.
Bring one real restricted-gift workflow. We will show you what governed, human-approved assurance looks like on your own gifts and grants.