5XÉçÇø

For Donor-Initiated Funds

• Review fund creation guidelines above.
• Once the $5,000 minimum is secured, follow the .
• The 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 Philanthropy 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 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.