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Development Officer's Financial Toolbox

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Development Officer's Financial Toolbox

About FAI

Reference/Governance

NCSIF, Inc.

FAI Office - Overview

FAI Organizational Chart

Who to Call in FAI

FAI Overview Presentation

Foundation Legal Names/Federal TAX ID's [MSExcel]

Definitions: Gifts, Grants and Contracts

UNC Regulation 600.2.5.2 (Associated Entities) [PDF]

Sample Foundation Operating Agreement [PDF]

UPMIFA [PDF]

Definition of Fund Types [MSWord]

How are Funds Invested? [MSWord]

Trust Fund Guidelines

Spending Guidelines by Fund Type [PDF]

Investment Policy

Investment Performance

Annual Audit

Endowments

Policies and Procedures

Reporting Tools

Standard Endowment MOU

Standard Endowment MOU funded by Planned Gift

Restricted Fund MOU

MOU Exception Form [PDF]

MOU Approval Process [PDF]

Minimum Endowment Levels

Endowment FAQ's

Corpus vs Book vs Market Value [PDF]

Building to Endowment Process [PDF]

Basics of Endowment Spending Budgets

New Endowment Spending Budgets

New Fund Requests

Manual Check Writing Process

Other Income

'Red Flag' Terms [PDF]

Raffles/Raffle Winnings

Workshop Fees

Gift Acceptance Procedure [PDF]

Endowment Fund Spending Rule

Sample Foundation Spending Rule

Which Report Do I Use?

Foundation Campus Reports

Wolfpack Reporting System

Fundriver Web Link

Fundriver Web Instructions

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