Main Menu
- Frequently Asked Questions (home)
- Grants vs. Gifts vs. Fund Raising
- Soliciting Gifts
- Accounting Procedures
- Submit a Pledge or Gift
- Set Up A New Gift Fund
- Membership Programs
- Custom Reports
- Weekly Reports (DAR Staff and Dean's Office)
- Submit an Address/Bio Change
- For DAR Staff Only
Accounting Procedures
Gift Funds and Endowments Funds have special chartstrings and have different reports in Peoplesoft:
- 310 Fund (Gifts) Building a Chartstring [PPT - 2.1 MB]
- 310 Fund (Gifts) Budget Reports [PPT - 7.3 MB]
- 320 Endowment Funds Building Chartstrings [PPT - 2.9 MB]
- 320 Endowment Funds Budget Reports [PPT - 7.8 MB]
All gifts are deposited by Gift Records (not the Cashier's Office) to ensure an official legal tax receipt is provided to the donor. Deposits of $10,000 or more must include a gift agreement, letter from the donor, solicitation from UVM unit or confirmation letter from UVM unit to the donor (the check alone is not sufficient; back up is required). Send all gifts to: Gift Records, Grasse Mount. Note, gifts inadvertently sent to the Cashier's Office are redirected by the Cashier's Office to Gift Records. Once deposited by Gift Records, gift revenue will be recorded in Peoplesoft. At the same time, Development makes available a report to departments noting the names, addresses and amounts of donors' gifts deposited.
- Depositing Gifts [PPT - 3.7 MB]
- Deposit Form [XLS - 50 K]
Various fund raisers have different accounting treatments, from gifts and gifts of stock to events and raffles. The most common fund raisers are listed below and the link at the end shows how these situations are handled in Peoplesoft.
- Gift
- Gift In Kind or Gift of Property
- Gift of Stock
- Membership
- Sponsorship
- 50/50 Raffle
- Event - All Proceeds Benefit
- Event - Net Proceeds Benefit
- Sale of Food or Apparel
- Event - Gift Included
- Silent Auction
- Transfer within Source
- Giving "authority" across Depts.
- Donor gives Dean transfer authority.
- Gifts to Projects
- SGA and Student Gifts and Fund Raising
- Accounting Tips and Samples [XLS - 50K]



(for UVM staff)