Click to review the below other materials related to gifts:

Form: Gifts-in-Kind Transmittal Form

Click the above link to be directed to the gift-in-kind transmittal form. If a gift is received directly by the unit, a gift in-kind transmittal form should be completed and then forwarded to the Gift Administration Office. All cash, checks, and correspondence related to the gift should be attached to the form and forwarded as well.

Reference Document: Construction Account Process for Capital Gifts from IU Foundation

Download the above document to view a flow chart detailing the account setup, maintenance, and closing process for construction accounts funded by Indiana University Foundation (IUF) funds.

Reference Document: IU Foundation Capital Gifts and Acquisition Account Guidance

Click the above link for guidance surrounding capital gifts and acquisitions account mapping. Follow the guidelines above to ensure every IU Foundation capital gift account is mirrored via a 1:1 relationship to an IU KFS account. This account relationship provides departments with improved real-time reporting and may help facilitate automating the account reimbursement process in the future.

Reference Document: IU Foundation General and Multipurpose Account Guidance

Click the above link for guidance surrounding multipurpose and general gifts account mapping so that all IU Foundation gift accounts are mirrored via a 1:1 account relationship between the two organizations. This account relationship provides departments with improved real-time reporting and may help facilitate automating the account reimbursement process in the future.

Reference Document: IU Foundation Gifts Supporting Faculty and Staff Accounts Guidance

Download the above document for guidance surrounding faculty and staff support account creation. This guidance applies to gift funds where the donor intent specifies aiding the work of faculty and staff, including professorships, chairs, fellowships, positions, awards, a curatorship, and other forms of assistance.

Reference Document: IU Foundation Gifts Supporting Research Account Guidance

Click the above link for guidance surrounding research account creation. Every IU Foundation research account must have an IU account that mirrors it. This account relationship provides enhanced reporting options for both IU departments and IU Foundation.

Reference Document: IU Foundation IU Account Management and Reimbursement Process FAQ Sheet

Download the above document to view answers to common questions related to the Funds Utilization Maximization effort. The FAQ document provides guidelines and details on managing IU Foundation accounts at IU and the reimbursement process. This document helps clarify responsibilities for those overseeing IU Foundation-funded activities.

Reference Document: IU Foundation Purpose Group Definitions and Account Use Codes for 1-to-1 Project

The above table contains definitions for IU Foundation purpose use groups. The table outlines the IU to IU Foundation 1:1 project phase, the account use code, the sub-fund group code, and provides a link to relevant guidance for the account use group.

Reference Document: IU Foundation Quick Start Guide to 1-to-1 IU Account Mapping

Click the above link to download a copy of the IU Foundation quick start guide. This quick start guide will help users share key pieces of information units need as they continue to match IUF gift accounts to corresponding IU KFS accounts. The guide and the related Account Use Code Table help identify the applicable phase for each type of account purpose and how to find the relevant information needed to complete the linking.

Reference Document: IU Foundation Scholarship Account Guidance

Click the above link for guidance surrounding scholarship account creation. This guidance ensures all IU Foundation scholarship accounts are mirrored via a 1:1 account relationship
between the two organizations. This account relationship will provide departments with access to real-time reporting via the IU Foundation Scholarship Utilization Dashboard.