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Joan Abbott sends a $500 check and
ticks the box for books,

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but she also handwrites a note: “for
books only please.”

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A tick box only decides which program
stories a donor receives.

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It never actually moves the money.

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So, Yusuf in finance hits pause on the
allocation, keeping her exact

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written note on file.

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That $500 cannot be spent or marked as
unrestricted, while the

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terms remain unresolved.

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Instead, Marisol in development calls
Joan directly, to clarify exactly

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how she wants the gift used.

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Once Yusuf confirms the restriction
against internal policy, the gift is

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finally recorded as restricted.

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The reply card has now broken into
three completely separate facts.

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A check box interest, a written gift
restriction and permission for

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updates. No extra program emails are
sent without explicit permission.