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Sage Intacct for Nonprofits: Mastering Fund Accounting & Grant Management

Introduction

Nonprofits face unique challenges: restricted funds, donor reporting, and grant compliance. Sage Intacct’s fund accounting module simplifies these tasks while ensuring FASB/GASB compliance. Learn how to track donations, allocate overhead, and impress donors with transparency.


Key Features for Nonprofits

1. Fund Tracking

  • Assign donations to specific programs, grants, or geographic regions.
  • Example: A disaster relief org tracked $5M across 20+ emergency funds.

2. Grant Management

  • Auto-generate reports showing grant utilization vs. budgets.
  • Set alerts for underspend/overspend risks.

3. Overhead Allocation

  • Distribute indirect costs (e.g., admin salaries) fairly across grants using activity drivers.

4. Donor Dashboards

  • Share real-time fund usage metrics with board members via customizable dashboards.

Advanced Configurations

Integrate with Donor Management Tools

  • Sync Sage Intacct with Salesforce NPSP or Blackbaud for unified donor/financial data.

Custom Grant Templates

  • Replicate workflows for recurring grants (e.g., annual government funding).

Budget vs. Actuals by Program

  • Visualize variances using Sage Intacct’s built-in pivot tables.

Case Study: Global NGO Boosts Grant Transparency

  • Challenge: Donors demanded real-time visibility into $10M in grants.
  • Solution: Created donor-specific dashboards with Sage Intacct’s dimensional reporting.
  • Result: Secured 25% more recurring donations due to improved trust.

FAQs

Q: Can Sage Intacct handle endowments?
A: Yes! Track principal vs. income and automate spending policies.

Q: Does it support grant billing?
A: Absolutely—generate invoices tied to grant milestones automatically.


📩 Struggling with Fund Accounting? Let AccFin configure Sage Intacct for your mission. Get Started.

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