Post-Award Finance
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Post-Award Finance... Account Setups

Gift or Endowment Account Setups

Requests for new Gift or Endowment accounts should be sent to the Development Office. The contact information is:

UCT 1200
713-500-1200 (voice)
713-500-3216 (fax)
Development Office Website

The information that is needed to set up a new Gift or Endowment account includes the following:

  • Account Manager.
  • FMS Dept ID to which the account will be assigned.
  • FMS Program (Institutional Function) to which the account will be assigned. (Note: New endowment accounts should have a function of either instruction or scholarship.)
  • The title/name that is preferred for the account.

PAF will also need a copy of the donor documentation in order to set up the account. Other information may ultimately be needed by either PAF or Development, depending on the type of account and the donor restrictions.

 

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