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Opening Gift Accounts

When a new university gift account is needed, units must follow the instructions below for establishing a new general ledger account.

  1. Collect all pertinent information:
  • Letter signed by donor
  • Fundraising brochure
  • Memo from unit head or development person to document donor intent
  1. Request new account using the "create new" button in the upper right-hand corner of the Account e-doc, which located under "Lookup and Maintenance" on the KFS Main Menu tab.

    Attach scanned electronic documentation to the request for the new account.

  2. Departments can request restricted or unrestricted gift accounts only. Only Alumni Affairs and Development (AA&D) can set up invested fund accounts. Requests for gift accounts will be routed through KFS to AA&D for review and approval.