Sessions

  • August 15, 2019
    1:30-4 p.m.
    Advancement Operations - Broomfield
  • September 26, 2019
    1:30-4 p.m.
    CU System - Denver

Register via Skillsoft

Learn about the CU Foundation's gift/endowment processes and reporting available via Financial Edge.

Learning Objectives

  • How to run both summary and detail reports on gift funds;
  • Account structure, codes, and definitions;
  • Process for transferring gifts and endowment distributions to CU;
  • Relationship between Advance and the accounting system;
  • Endowment accounting

Presenter

  • Scott Dunn, Assistant Vice President/Controller,¬†University of Colorado Foundation