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Gift/Data Processing

Deductibility Worksheet for Fundraisers: Special Events and Membership Drives Instructions - (pdf)
Transmittal of Contribution Instructions - (pdf)
Transmittal of Auction Proceeds Instructions - (pdf)
Transmittal of Donated Items Instructions - (pdf)
Transmittal of Non-Cash Gifts Instructions - (pdf)

Movements of Money

Transmittal of Other Income Instructions - (pdf)
Transfer of Gift, Fundraising Proceeds or Other Income
Transfer of Expenses
Transfer of Funds - Quasi
Transfer of Funds to Purchase of Tickets / Tables for UHF Events
Transfer Funds Memo - Close Account

Finance Forms

Account Setup

Request for Establishment of Account - Orange Form

Account Changes

Change in Account Administrator
Change in Support Staff Viewing Access
Online Fund Update Request

Codes for Finance

Chart of Accounts


Check Request
Purchase Order Requisition
Request for ORS Agreement
Payment Requests Form for Student Aid Recipients - Concur
Payment Requests Form for Student Aid Recipients

Additional Expenditure Documentation

Record of Sole Source and Verbal Quotations
Missing Receipt Affidavit
Verification of Employee - Independent Contractor
Certificate of Academic Activity
Foreign National Student’s Award Checklist
F008 - Foreign National Information
W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting
P-1 - Reasonable Cause Affidavit by Payor
Prize Acknowledgement - Instructions
Purchase of Equipment


Donor/Honoree Biography Submission Form
Event Planning Outline (Fillable PDF)
Email Communication Request Form
Data Request Form (Fillable PDF)
Sample Check-in Form (xlsx)