Operating Gifts and Endowments Knowledge Building
Who Should Register
This courses is intended for administrative and other support staff at the University who manage endowment (4xxxxx) and operating gift (6xxxxx) accounts.
Prerequisite
- Business at Penn Curriculum (2 web-based courses)
- Using the Chart of Accounts within Responsibility Center Management (RCM)
Access Form Requirements
None
Course Description
This presentation is designed to cover all aspects of managing operating gift & endowment accounts. Users will learn:
- The definition of a gift, definition of an endowment, comparing and contrasting both
- An overview of the gift process
- The gift agreement and creation of a fund
- Information regarding fund attributes
- Receiving & recording gift revenue
- Budgeting of gift & endowment accounts
- Monitoring income & expense activity
- Reports available for gifts and endowments
Course Length
Self-paced
Delivery Method
Web-based
Completion Requirements
- Review of slide presentation
- Quiz at the end of slides – passing grade 100%
No Show Fee
N/A