Office of the Controller

Office of the Controller

Funds Management

Funds Management is responsible for administering the University's gift funds - both spendable and endowment, unrestricted and restricted. This includes:

  • Setting up new funds, including spendable, endowment, funds functioning as endowment, plant and student loans
  • Financial stewardship of restricted funds
  • Allocating gifts to the University to the appropriate fund
  • Monitoring compliance with donor restrictions

Funds Management acts as a liaison with the Office of Development, Provost's Office, Investment Accounting, Financial Reporting, Financial Planning & Analysis and Capital Management as well as with FAS Departments and the University's Professional Schools.

Services

Funds Management provides services in the following areas:

  • Provides advice and counsel in the establishment of new gift funds
  • Maintains ALICE, the University's funds database
  • Acts as an expert resource regarding the usage of restricted gifts
  • Serves as a permanent member of the University's Gift Implementation and Stewardship Committee (GISC) to ensure compliance with donors restrictions

 

Last Updated: November 2, 2010 (jp).

Funds Management