Fundraisers Quick Reference Guide
Gift/Data Processing
| Date Modified | ||
| Deductibility Worksheet for Fundraisers: Special Events and Membership Drives |
[Instructions] | 03/13/2006 |
| Transmittal of Contribution | [Instructions] | 03/13/2006 |
| Transmittal of Auction Proceeds | [Instructions] | 03/13/2006 |
| Transmittal of Donated Items | [Instructions] | 03/13/2006 |
| Transmittal of Non-Cash Gifts | [Instructions] | 03/13/2006 |
Movements of Money
| Date Modified | ||
| Transmittal of Other Income | [Instructions] | 08/11/2011 |
| Transfer of Gift, Fundraising Proceeds or Other Income | 08/19/2008 | |
| Transfer of Expenses | 08/19/2008 | |
| Transfer of Expendable Money to Quasi | 08/19/2008 | |
| Transfer Memo to Redeem Quasi Funds | 08/19/2008 | |
| Transfer of Funds to Purchase of Tickets / Tables for UHF Events | 08/19/2008 | |
Finance Forms
| Date Modified | ||
| Account Setup | ||
|---|---|---|
| Request for Establishment of Account - Orange Form | 07/07/2011 | |
| Account Changes | ||
| Change in Account Administrator | 10/13/2008 | |
| Request for Support Staff Access to View Account Information | 12/04/2007 | |
| Change in Support Staff Viewing Access | 12/04/2007 | |
| Codes for Finance | ||
| Chart of Accounts | 07/14/2008 | |
| Expenditure | ||
| Check Request | 02/24/2012 | |
| Purchase Order Requisition | 08/26/2009 | |
| Request for ORS Agreement | 08/03/2010 | |
| Payment Requests Form for Student Aid Recipients | 08/15/2011 | |
| Additional Expenditure Documentation | ||
| Record of Sole Source and Verbal Quotations | 12/04/2007 | |
| Missing Receipt Affidavit | 11/14/2012 | |
| Verification of Employee - Independent Contractor | 12/04/2007 | |
| Certificate of Academic Activity | 12/04/2007 | |
| Foreign National Information | 12/04/2007 | |
| Prize Acknowledgement | [Instructions] | 03/13/2006 |
| Purchase of Equipment | 03/12/2009 | |
