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Resources

Endowment Reporting

• Endowment Schedule
• Endowment Unit Price
• Endowed Gifts
• Reporting Options
• Guide to Fund Statements

Endowment Payout

• Payout Calculation Example
• Earned Income

Expendable Gifts

• Expendable Gifts
• Receiving Gifts
• Expendable Gifts Designated for Plant
• Checklist for Gifts Designated for Plant

Financial Structure Requests

• Quasi-Endowment Worksheet

General

• University Policy on Gift Giving
• Annual Information Session: ÀÖ²¥´«Ã½ Accounting (Summer 2019) 

User Access Requests

• To request access to CATracks, please reach out to ARD User Services. More information about access forms and training can be found on the CATracks

• To request access to OnBase, please reach out to ARD Information Management