News Search

Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.

This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.

Updated OSA sweep deadline for FY24.

Added information on property tax exemption and tax-exempt bond financing.

This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.

Updated OSA sweep deadline for transactions posted through 8/31/23.

This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.

Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.

Clarification on the transfer of funds as well as management of bank accounts

Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).