Forms

By John Stabinger
Posted on 28 September 2017 | 4:26 pm

Foundation Finance Information

The following links provide key resources and guidance for Foundation account administrators. These materials outline policies and procedures for managing Foundation funds, as well as contact information.

Foundation Forms and Instructions:

The forms below are provided for the convenience of Foundation account administrators. Please submit completed check requests and supporting documentation to [email protected] for processing. Confidential information should be submitted via Secure Share or OneDrive with the proper security settings selected.

To simplify the submission process, the Foundation now offers form packets that combine the required documents for each payment type.

Foundation Form Packets:

Individual Forms:

Deposits to Foundation Accounts:

Please print the form below to make a deposit at the Foundation office. Please confirm availability with the Gift Administrator prior to visiting.

Do not use campus mail to make deposits.

Foundation Account Setup / Maintenance:

Please contact the Foundation Finance Team for more information. Listed below are general guidelines for approved uses of Foundation accounts:

  1. Source of funds: includes contributions or grants
  2. Use of funds:  approved academic programs or projects
  3. Department may need to segregate activity for efficient reporting
  4. Must have approval of dean or department chair