Guidelines for gift processing and spending

These resources are designed to support staff responsible for administering gift funds. They provide guidance on gift processing, spending in accordance with donor intent, creating and modifying gift funds, worktag definitions, gift budget reports, FAQs and other information.

Gifts and gift funds

This resource defines gifts and gift funds, including purpose, administration, and appropriate use.

Gift spending

This resource helps staff ensure gift funds are spent in alignment with donor intent.

FAQs

This resource addresses common questions about gift processing, worktags, and related info.

If you have questions or feedback on this content

Contact Kathleen Crowell, Associate Director of Stewardship & Donor Relations, kc53@uw.edu

Additional information coming soon

Policy/guidelines from the Controller’s office
Default program and assignee tags