Account & GiftAdministration

CATS November 2007

Sheila N. Decker

Executive Director, Administration

Scholarship Payments

• Why the additional compliance review?

– Ensures compliance with donor intent.

– Donor stewardship reports.– Partnering with the university to

ensure financial aid guidelines are being met.

Scholarship Payments

IU Foundation Compliance Review

AmountNumberGPA

High School Major Class standing

•Verify Scholarship Criteria

• Confirm current fiscal year expenditure

Scholarship Payments

• Helpful Hints

– Scholarship selection

• Review GA language to ensure recipient(s) meet criteria

• Verify whether scholarship is renewable

– Provide confirmation of criteria on check request and/or attached scholarship spreadsheet

– Requesting reimbursement from IUF

• Submit request as soon as possible in current fiscal year

WEB SITES

• IQ: The IU Foundation Portal– Replaces iufoundation.iu.edu– All affinity/benefactor/ETA-

web users automatically given access

– Access available to all with need to access services

– Available through OneStart

IQ: The IU Foundation Portal

• Launched November 7– comprehensive site for fiscal and

development officers– news and updates– reports, data, queries– rollout policy/procedural changes– view Foundation account information– development information, stats and

tools– ongoing development – feedback

welcome

New Initiatives & Priorities

• Imaging• E-docs• Lockbox deposits