Training: Gift Fund Management

There are 2 SkillSoft online courses for gift fund management: a beginner and an advanced.

• CU Gift Fund Management-Beginner course is required for individuals with a fiscal role (Fiscal Principal, Fiscal Manager, or Fiscal Staff) on a Fund 34 SpeedType. These individuals must complete the course and pass the course quiz or their SpeedType will be inactivated. This course is intended to assure that gift funds are spent in compliance with donor wishes and restrictions and covers the different types of gifts, how gifts are received by CU, the role and accounting structure of the University of Colorado Foundation, and fiscal roles and responsibilities in regards to gift fund management.

• CU Gift Fund Management-Advanced course is recommended for individuals who create or approve Fund 34 JEs, and for employees involved in the daily operations of Gift Fund SpeedTypes who wish to learn more about the gift fund process. This course describes the types of funds at the University of Colorado Foundation, University SpeedTypes, gift purpose codes, and expense purpose codes, the cash transfer processes between the CU Foundation and the University, and gift fund journal entries.

Both courses are available through SkillPort via the myCUinfo portal: CU Resources > Training > Start SkillSoft > Catalog > University of Colorado Courses > Budget and Finance.