All gifts to departments/divisions are to be deposited with the Foundation. The Foundation will issue an official receipt for each gift for the donor's tax records. The Foundation establishes restricted or endowed accounts in accordance with the wishes of the donor and Foundation's policies. A weekly report is created for each department which receives a donation.
Please complete the New/Change Index Form when a new index number or a change in a current index number is desired.
A Payment Voucher Form is completed when payment is to be made from a Foundation account. Place an "F" in the chart of accounts and include your Foundation index code. An original invoice must be provided for payment. The Foundation will mail the payment directly to the vendor or return to the department, if requested. Please allow 7 to 10 working days for a payment to be processed. The Foundation cannot process payments for wages or honorariums.
The Transfer of Funds form is completed when Foundation funds need to be transferred to a University account. The transfer form can also be used for a transfer of funds between Foundation accounts. Please note: Once Foundation funds have been transferred to a University index, they may not be transferred back to the Foundation.
When departments receive non-monetary gifts, a Gift Information Report must be completed and forwarded to the Foundation. Verification for the value of the gift must be attached to the form to receive gift credit. Non-monetary gifts can include equipment, software, property, livestock, etc. If known, include applicable Foundation account number on form.
To determine the balance in a Foundation index code, you must log into Internet Native Banner. Once logged in, proceed to screen FGITBSR. Enter the following: