|
|
|
Procedures for Institutional Advancment to Request a New Account
Gift Accounts
- Fill out and approve a new request form.
- Send a copy of donor restrictions on the gift,
the donor letter or a memo detailing the restrictions.
- Send a memo that states that the request meets the
Institutional policy for new endowments.
Endowed Accounts
- Fill out and approve a new request form.
- Send a memo that states that the request meets the
Institutional policy for new endowments.
- or -
Send a copy of the endowment contract and donor letter
detailing the restrictions on the gift.
- or -
Send a memo from the institutional unit requesting an
endowment and the restrictions that the unit wants to
place on the spending.
Then send the request to
John Mahoney (mahoney@iit.edu)
at the Controller's Office, Room 201 Main Building.
|