blog posts

• UAFR Weekly Tips

  Sep 13, 2021 9:00 amAccounting and BudgetingFY 22

  Does your unit have gift (fund type 4M) or endowment income (fund type 4J) funds? If so, are you aware of the donor intent restrictions assigned to each fund? If not, see below for some tips to keep in mind:

  • The best place to go to identify the donor intent restrictions assigned to your fund is the UI Foundation's Tracking and Engagement Database (TED).
     
    • If you do not have access to TED, you can request access from the UI Foundation (UIF) at the following link: https://online.uif.uillinois.edu/signup.
       
    • Once you have access and are logged into TED, follow the steps below:
      • Select the Business Managers option in the toolbar at the top of the screen;
         
      • Select the Fund Search option;
         
      • Go to the Criteria tab;
         
      • Enter your chart & fund number within the Banner Fund (C-FOP) Contains field;
         
      • Click the View Report button at the bottom of the page;
         
      • Click on the applicable UIF fund number within the Fund Search Report results that appear;
         
      • Refer to the Restrictions/Guidelines section of the applicable report to locate the donor intent restrictions assigned to your fund, if applicable.
         
      • Note: Not all funds are housed within UIF's TED, such as sub-funds. Reach out to UAFR for further details if needed.
         
  • Another potentially helpful option to utilize is Banner page FTMFATA.
     
    • Enter your chart & fund number at the top of the page and click the Go button;

    • Locate the Donor Intent Objective field;

    • The Attribute Value and Description assigned to this field will give you a high-level summary of what the fund is restricted for;

      • For example, if your fund had a 5Q Scholarships donor intent objective code assigned to it, then you would know that the fund is restricted for some sort of scholarships.

  Contact

  For further details, contact the applicable subject matter experts within the Gift Funds section of UAFR's Who to Ask list.

  You can also reach out directly to the UI Foundation at giftadministration@uif.uillinois.edu if you have further questions on this topic.