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Account Responsibilities [1]

 Gift Account Roles & Responsibilities

Who Key Owner (See TDR User Manual [2])

  • 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 [2])

  • 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: 12/19/2022


Source URL: https://gao.fo.uiowa.edu/gifts/account-responsibilities-0

Links:
[1] https://gao.fo.uiowa.edu/gifts/account-responsibilities-0
[2] http://afr.fo.uiowa.edu/files/afr.fo.uiowa.edu/files/tdr_user_manual.pdf