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Donor Gifts

2022-05-13

Added new excise tax report information

Update
Other Financial Reports

2022-05-09

Publish new report Excise Tax.

Update
Proper Use of Funds

2022-04-29

Completely updated guidance and content.

Update
Excellence in Financial Stewardship | Issue 4

2022-02-10

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

Newsletter
Receivables

2021-12-01

New overview of how the various types of receivables collected by the university are managed.

Update
Contacts for Non-Sponsored Funding by School and Department

2021-11-23

Refreshed school listings, updated contacts, expanded phone numbers and added managers.

Update
Endowments

2021-11-18

Updated content in Annual Payout Rate section

Update
Excellence in Financial Stewardship | Issue 3

2021-10-27

This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.

Newsletter
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Gifts

2021-06-09

Added contact list of Development Donor Relations officers

Update