Account Responsibilities

 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 Foundation to cover expenses

Grant Accounting

  • Open and close accounts
  • Verify information provided to set up account
  • Processes University Gift Acknowledgement
  • Deposit PAF from the UI Foundation