FAI is responsible for the approval, set up and maintenance of new foundation and University Endowment Fund funds in FINANCIALS and in the ADVANCE System. The ADVANCE System is a donor database maintained by University Advancement Services. FAI strives to set up new funds and address all modification requests as quickly as possible after receipt of the Chartfield Request, assuming all information needed to establish the request in both the FINANCIALS system and the ADVANCE system has been provided.
Requests to establish new funds and requests to change or update existing funds should be submitted via the Chartfield Request System (accessible through MyPack Portal). This system will automatically capture the information needed to establish the fund in both the FINANCIALS system as well as the ADVANCE system.
A modification request must be submitted for all superseding gift agreements or amendments to ensure financial records are updated appropriately.
Specific instructions & FAQs for the use of the Chartfield Request System to establish & modify foundation and University Endowment Fund projects are linked below.
See Questions – Who to Contact for additional support.