Procedures & How To Guides
Gifts & Endowments Resources
Administering Gift Funds
How‑To Guide: Invade Principal (FFE)
How‑To Guide: Read a Fund Fact Sheet (FFS)
How‑To Guide: Reinvest Payout to Principal (Endowment/FFE)
Consolidated Gift Fund Reporting (CGFR)
Quick Reference: Reviewing the General Ledger (GL)
Training Guide: Generate a Consolidated Gift Fund Report (CGFR)
Training Video: CGFR – Running and Reading Reports
Training: CGFR – Reading Report Information (FY21)
Modifying Gift Funds
How‑To Guide: Close a Current Expenditure Gift Fund / Endowment / FFE
How‑To Guide: Convert a Current Expenditure Fund to an FFE
Monetary Transfer Form (MTF)
Training Guide: Monetary Transfer Form (MTF) – How to Use the System
Training Video: Monetary Transfer Form (MTF) – Foundation Training