Resources
Endowment Reporting
- Endowment Schedule
- Endowment Unit Price
- Endowed Gifts
- Reporting Options
- Guide to Fund Statements
- Guide to Account Statements
- Fundriver Fund Reporting User Manual
- Fund Review Process Overview
Endowment Payout
Expendable Gifts
- Expendable Gifts
- Receiving Gifts
- Expendable Gifts Designated for Plant
- Checklist for Gifts Designated for Plant
Financial Structure Requests
- Expendable Fund Set-Up Process Overview
- Endowed Fund Set-Up Process Overview
- Quasi-Endowments Established with Donor Gifts
- Quasi-Endowment Worksheet
- Job Aid for New Financial Structure Request (Expendable, Endowed, and Quasi-Endowed)
General
- Gifts, Sponsorship, and Advertising
- Corporate Engagement
- Sponsored Projects
- University Policy on Gift Giving
- Annual Information Session: Northwestern Accounting (Summer 2019)
User Access Requests
- Fundriver Department User Access Request
- To request access to CatConnect, please reach out to ARD User Services. More information about access forms and training can be found on the CatConntect website
- To request access to OnBase, please reach out to ARD Information Management