For Donor-Initiated Funds
- Review fund creation guidelines above.
- Once the $5,000 minimum is secured, follow the Donor Agreement Workflow.
- The Workflow routes to a staff member in the Donor and Volunteer Engagement (DVE) office, who drafts the donor agreement and shares it with internal stakeholders.
- A fund number is created in Finance and Advancement Banner and a notification is sent to internal stakeholders.
- The agreement is routed to the philanthropic advisor (PA) for review with the donor.
- The agreement is routed for donor and internal signature via Adobe Sign.
- A fully executed agreement is shared with the donor, uploaded to the fund record in Banner and a hard copy is retained by the Foundation.
For Internal Requests (Special Cases)
- Review fund creation guidelines above.
- Identify a designation to transfer funds from.
- Submit the Fund Request Form in lieu of the Donor Agreement Workflow.
- The foundation reviews the request and prepares a Spendable Fund Authorization Document.
- The managing department and a Foundation representative sign the document.
- A fund number is created in Finance and Advancement Banner and a notification is sent to internal stakeholders.
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