Resources

UH Foundation Finance


Fundraisers Quick Reference Guide

Gift/Data Processing

Date Modified
Deductibility Worksheet for Fundraisers:
Special Events and Membership Drives		 [Instructions] 03/13/2006
Transmittal of Contribution [Instructions] 03/13/2006
Transmittal of Auction Proceeds [Instructions] 03/13/2006
Transmittal of Donated Items [Instructions] 03/13/2006
Transmittal of Non-Cash Gifts [Instructions] 03/13/2006
 

Movements of Money

Transmittal of Other Income [Instructions] 08/23/2008
Transfer of Gift, Fundraising Proceeds or Other Income   08/19/2008
Transfer of Expenses   08/19/2008
Transfer of Expendable Money to Quasi   08/19/2008
Transfer Memo to Redeem Quasi Funds   08/19/2008
Transfer of Funds to Purchase of Tickets / Tables for UHF Events   08/19/2008
 

Finance Forms

Date Modified

Account Setup

Request for Establishment Account - Orange Form   08/06/2009
 

Account Changes

Change in Account Administrator   10/13/2008
Request for Support Staff Access to View Account Information   12/04/2007
Change in Support Staff Viewing Access   12/04/2007
 

Codes for Finance

Chart of Accounts   07/14/2008
 

Expenditure

Check Request   09/30/2008
Purchase Order Requisition   08/26/2009
ORS Agreement/Indirect Cost Waiver Memo   03/10/2009
Payment Requests Form for Student Aid Recipients   04/09/2009
 

Additional Expenditure Documentation

Record of Sole Source and Verbal Quotations   12/04/2007
Missing Receipt Affidavit   12/04/2007
Verification of Employee - Independent Contractor   12/04/2007
Certificate of Academic Activity   12/04/2007
Foreign National Information   12/04/2007
Prize Acknowledgement [Instructions] 03/13/2006
Purchase of Equipment   03/12/2009