Development Officer's Financial Toolbox
FAI Office - Overview
FAI Organizational Chart
Who to Call in FAI
FAI Overview Presentation
Foundation Legal Names/Federal TAX ID's [MSExcel]
Definitions: Gifts, Grants and Contracts
UNC Regulation 600.2.5.2 (Associated Entities) [PDF]
Sample Foundation Operating Agreement [PDF]
UPMIFA [PDF]
Definition of Fund Types [MSWord]
How are Funds Invested? [MSWord]
Trust Fund Guidelines
Spending Guidelines by Fund Type [PDF]
Investment Policy
Investment Performance
Annual Audit
Standard Endowment MOU
Standard Endowment MOU funded by Planned Gift
Restricted Fund MOU
MOU Exception Form [PDF]
MOU Approval Process [PDF] Minimum Endowment Levels
Endowment FAQ's
Corpus vs Book vs Market Value [PDF]
Building to Endowment Process [PDF]
Basics of Endowment Spending Budgets
New Endowment Spending Budgets
New Fund Requests
Manual Check Writing Process
Other Income
'Red Flag' Terms [PDF]
Raffles/Raffle Winnings
Workshop Fees
Gift Acceptance Procedure [PDF]
Endowment Fund Spending Rule
Sample Foundation Spending Rule
Which Report Do I Use?
Foundation Campus Reports
Wolfpack Reporting System
Fundriver Web Link
Fundriver Web Instructions
