Foundation Accounts (Last Updated: 4/24/2020)
Course Description: An overview of Foundation funds within the Financial Management System, including the new Foundation Class codes, changes to fund availability, and expenditures allowed in OneSolution or the UGA Financial Management System.
Format: Self-Service in the OneSource Training Library
Course Materials
Foundation Accounts Presentation
Course Recording
UGA Foundation Funds in OneSource Financials Video (1:54:14)
Course Resources
UGA v. UGAF Expenditure Policy Excel Matrix
UGA Foundation Policies and Procedures
Procedure for Executing Contracts in Support of Fund Raising, Donor Cultivation and UGA Alumni Association Events *
Checklist for Contracts for Fundraising, Donor Cultivation, and UGA Alumni Association Events to be Executed by UGAF *
UGA Foundation Spending Allocations and Rollforward Letter