Donor Giftsopen_in_new
Added new excise tax report information
Update
Added new excise tax report information
Publish new report Excise Tax.
Completely updated checklist to support approvers.
Completely updated checklist to support approvers.
Completely updated guidance and content.
Completely updated guidance and content.
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
Topics include: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.