Routine Accounting Questions and Customer Service |
Who to Call |
University Endowment Fund (if different) |
| Audit Reports | Sarah Joyce/ Erin Delehanty |
Chris Lemons |
| Investment Management/Allocation | Christopher lp/Erin Delehanty/Dana Harris |
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| Investment Performance Reports | Megan Hudson/ Sarah Joyce |
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| Board Meeting Materials | Brooke Labashousky/Emily Lowman | |
| WOLF/Foundation Reports | Sherry Ferguson | |
| FAI Training Requests | Emily Lowman | |
| Changes to Fund Purpose under UPMIFA |
Emily Lowman | |
| Stewardship Information | Chris Lemons | |
| Chartfield Requests (new fund requests) | Michelle Phillips |
|
| Chartfield Modifications |
Zuzana Kudlejova/ Michelle Phillips |
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| Endowment Agreements | Michelle Phillips/ Chris Lemons |
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| Building-to-Endowment (BTE’s) | Zuzana Kudlejova | |
| Endowment Spending Budgets | Chris Lemons | |
| Exemption or Exceptions to Spending Policies | Chris Lemons | |
| Unused Endowment Spending | Zuzana Kudlejova | |
| General Fund Budgets | Sherry Ferguson | |
| Gifts of Stock | Yolanda Noble/ Sarah Joyce |
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| Planned Gifts/Charitable Trusts | Cheryl Yanik/ Erin Delehanty |
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| Gift Deposits |
Tanessa Dunn/ Yolanda Noble |
Chris Lemons |
| Wire Instructions |
Yolanda Noble |
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| Payment Requests |
Deborah Murphy/ Davan Wattley |
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| Other Income/Refunds of Expenditures |
Tanessa Dunn/ Davan Wattley |
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| Transfers of Revenue/Expense between Entities | Falguni Patel/ Jessica Hoff |
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| Raffles/Auctions | Davan Wattley | |
| Sales & Use Tax | Davan Wattley/ Jessica Hoff |
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| Tax Issues Effecting Foundations | Cheryl Yanik/ Erin Delehanty |
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| Taxable Awards to Employees | Davan Wattley | |
| LLC’s & Partnership Corporation | Erin Delehanty/ Sarah Joyce |
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| Specialized Services Requests | Emily Lowman |