Track match and cost-share Prompt
Prompt
Grant [GRANT NAME] requires a match of [AMOUNT OR RATIO] over the grant period [START] to [END]. Below are the match sources we've recorded so far, including cash and in-kind. 1. Total the match to date by type (cash, in-kind volunteer time, donated goods, other). 2. Compare it to the requirement and to where we should be at this point in the grant period. 3. Flag any match item that may not count, based only on these funder rules: [PASTE MATCH RULES OR "NONE PROVIDED"]. For example: items without documentation, items already used as match for another grant, or volunteer time without a stated hourly rate. 4. List the documentation needed for each item (timesheets, donor letter, valuation). 5. If we're behind, say how much match we need per remaining month to meet the requirement. Use only the numbers provided. Show your math. MATCH RECORDS: [PASTE]
Watch out for
Risks: AI can misapply funder rules or make math errors, and it only knows what you paste. Control: Your finance lead checks every total against the general ledger and makes all allowability and submission decisions.
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Finance TeamsExecutives