account & gift administration cats november 2007 sheila n. decker executive director,...
TRANSCRIPT
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Account & GiftAdministration
CATS November 2007
Sheila N. Decker
Executive Director, Administration
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Scholarship Payments
• Why the additional compliance review?
– Ensures compliance with donor intent.
– Donor stewardship reports.– Partnering with the university to
ensure financial aid guidelines are being met.
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Scholarship Payments
IU Foundation Compliance Review
AmountNumberGPA
High School Major Class standing
•Verify Scholarship Criteria
• Confirm current fiscal year expenditure
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Scholarship Payments
• Helpful Hints
– Scholarship selection
• Review GA language to ensure recipient(s) meet criteria
• Verify whether scholarship is renewable
– Provide confirmation of criteria on check request and/or attached scholarship spreadsheet
– Requesting reimbursement from IUF
• Submit request as soon as possible in current fiscal year
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WEB SITES
• IQ: The IU Foundation Portal– Replaces iufoundation.iu.edu– All affinity/benefactor/ETA-
web users automatically given access
– Access available to all with need to access services
– Available through OneStart
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IQ: The IU Foundation Portal
• Launched November 7– comprehensive site for fiscal and
development officers– news and updates– reports, data, queries– rollout policy/procedural changes– view Foundation account information– development information, stats and
tools– ongoing development – feedback
welcome
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New Initiatives & Priorities
• Imaging• E-docs• Lockbox deposits