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
Board Meeting Materials Megan Hudson/
Emily Lowman
Building-to-Endowment (BTE’s) Zuzana Kudlejova
Chartfield Requests (new fund requests) Michelle Phillips
Chartfield Modifications
Zuzana Kudlejova/ Michelle Phillips
Wire Instructions
Yolanda Noble
Payment Requests
Deborah Murphy/
Davan Wattley
Gift Deposits
Tanessa Dunn/
Yolanda Noble
Chris Lemons
Other Income/Refunds of Expenditures
Tanessa Dunn/
Davan Wattley
 
Gifts of Stock Yolanda Noble/
Sarah Joyce
 
Planned Gifts/Charitable Trusts Cheryl Yanik/
Erin Delehanty
Transfers of Revenue/Expense between Entities Falguni Patel/
Nadirah Muhammad
Endowment Agreements Michelle Phillips/
Chris Lemons
 
Endowment Spending Budgets Chris Lemons
 
Stewardship Information Chris Lemons
Exemption or Exceptions to Spending Policies Chris Lemons
    
FAI Training Requests Emily Lowman  
WOLF/Foundation Reports Sherry Ferguson
 
General Fund Budgets Sherry Ferguson
 
Investment Management/Allocation Libby George
Investment Performance Reports Chris McKenzie/
Sarah Joyce
LLC’s & Partnership Corporation Erin Delehanty/
Sarah Joyce
Sales & Use Tax Davan Wattley/
Nadirah Muhammad
Tax Issues Effecting Foundations Cheryl Yanik/
Erin Delehanty
Taxable Awards to Employees Davan Wattley
Raffles/Auctions Davan Wattley
Specialized Services Requests Emily Lowman