1. Account & Gift Administration CATS November 2007 Sheila N. Decker Executive Director, Administration

2. Scholarship Payments Why the additional compliance review? –Ensures compliance with donor intent. –Donor stewardship reports. –Partnering with the university to ensure financial aid guidelines are being met.

3. Scholarship Payments IU Foundation Compliance Review  Amount  Number  GPA  High School  Major  Class standing Verify Scholarship Criteria Confirm current fiscal year expenditure

4. Scholarship Payments Helpful Hints –Scholarship selection Review GA language to ensure recipient(s) meet criteria Verify whether scholarship is renewable –Provide confirmation of criteria on check request and/or attached scholarship spreadsheet –Requesting reimbursement from IUF Submit request as soon as possible in current fiscal year

5. WEB SITES IQ: The IU Foundation Portal –Replaces iufoundation.iu.edu –All affinity/benefactor/ETA- web users automatically given access –Access available to all with need to access services –Available through OneStart

6. IQ: The IU Foundation Portal Launched November 7 –comprehensive site for fiscal and development officers –news and updates –reports, data, queries –rollout policy/procedural changes –view Foundation account information –development information, stats and tools –ongoing development – feedback welcome

7. New Initiatives & Priorities Imaging E-docs Lockbox deposits