Question – Who to Contact

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 Libby George  
Investment Performance Reports Chris McKenzie/
Sarah Joyce
 
Board Meeting Materials Megan Hudson/
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
Endowment Agreements Michelle Phillips/
Chris Lemons
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
 
Planned Gifts/Charitable Trusts Cheryl Yanik/
Erin Delehanty
Gift Deposits
Tanessa Dunn/
Yolanda Noble
Chris Lemons
Wire Instructions
Yolanda Noble
Payment Requests
Deborah Murphy/
Davan Wattley
Other Income/Refunds of Expenditures
Tanessa Dunn/
Davan Wattley
Transfers of Revenue/Expense between Entities Falguni Patel/
Nadirah Muhammad
Raffles/Auctions Davan Wattley
Sales & Use Tax Davan Wattley/
Nadirah Muhammad
Tax Issues Effecting Foundations Cheryl Yanik/
Erin Delehanty
Taxable Awards to Employees Davan Wattley
LLC’s & Partnership Corporation Erin Delehanty/
Sarah Joyce
Specialized Services Requests Emily Lowman