Account Responsibilites

Gift Account Roles & Responsibilities

Who Key Owner (See TDR User Manual)

• Ensures expenditures posted to account comply with the donor intent
• Has general decision making authority over account
• Has fiscal responsibility and accountability for account
• Processes the proper forms to fund the account in a timely manner

Reviewer (See TDR User Manual)

• Ensures expenditures posted to account comply with the donor intent
• Processes the proper forms to fund the account in a timely manner

Department

• Request account set up
• Close old accounts/accounts no longer needed
• Assign account owner and reviewers
• Request funds from the UI Center for Advancement to cover expenses

Grant Accounting

• Open and close accounts
• Verify information provided to set up account
• Processes university gift acknowledgement
• Deposit expense claim from the UI Center for Advancement

Last updated: 08/25/2025