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University of Idaho Foundation
<a href="https://www.uidaho.edu/giving">Give to Idaho</a>

Gift Designations

When a gift is received and processed by Gift Administration, it is placed into a gift designation. These designations can be for current gifts, scholarship gifts, endowment accounts, building funds, and other gifts.

Gift Designation
  • The gift designation is part of the Banner Alumni/Development system code
  • They are tied to a college or department
  • They are linked to a U of Idaho Foundation, Inc. Fund in the Banner Finance System
  • Gift designations are assigned a “Type” code:
    • BLDGS—Gifts for buildings
    • CRTGA—Life Income Trusts
    • ENDOW—Endowment Principal account
    • GKIND—Gifts-in-kind such as books, animals, equipment
    • RESTR—Expendable gifts for credit to a University of Idaho gift account
    • SCHOL—Gifts for “annual contribution” scholarships
  • Designations are generally of the following form:
    • MF / NF—Gifts and Scholarships
    • RF—Buildings
    • VI—Gifts in Kind
    • AE, BE, DE, EE—Endowments
    • AF, EF—Life Income Trusts
    • BF—Pending Endowments, Scholarships, or Memorial Funds

New Designation Accounts

  • Requests should be received before Gift Administration receives the first gift
  • Send Request to Shawna Lindquist, Gift Administration, shawnal@uidaho.edu
  • Request should be reviewed and approved by the Fiscal Officer and Development Officer (both need to be involved)
  • The following information is required for setting up new designations:
    • Is this an endowment, annual scholarship, or expendable gift designation ?
    • Is a new gift designation needed, or is this a one-time gift ? If the gift is a one-time gift or goes to specific account that is not the regular account, we can setup different N Gift Accounts for a department. This allows us to keep the number of designations low, while still accommodating specific gifts.
    • Having fewer designations is preferable. Most departments have general gift designations and general scholarship designations.
    • Development plan for raising gifts ? If there is an expectation of recurring gifts for the new designation, pledges will be setup for the designation
    • Is there a plan for how the funds will be used ? Sometimes, fundraising goals are not carried through to budgeting and spending these funds received from donors. Departments and/or colleges have a fiduciary responsibility to University of Idaho donors to ensure that their money is being spent according to their intention, whether stated or implied
    • If the new designation is for an expendable gift, is a new N Gift Account needed? We prefer to use N Gift Accounts for new expendable gift designations, as they are a part of the monthly budgeting of gifts
    • If the new designation is for a scholarship, is a new scholarship account needed? Most departments and/or colleges have generic scholarship designations. If a new gift is for a named scholarship, we can setup the scholarship account and utilize existing designations
  • Designations are used to track fundraising efforts and to work with donor recognition. If the destination of the gifts is the same as other designations (scholarships, for example), and the need for tracking these gifts separately exists, Gift Administration will setup other designations that track the gift, but the destination of the gifts is the same
    • For example, if there are specific gifts for a scholarship, we can setup a separate designation that will track the gifts, but the scholarship money will be included within the generic designation for the college and/or department.
    • Another example would be if the gifts are from a different source (i.e. Class of 1978), but the destination of the money is the same as the generic gift designation

Procedures for New Expendable Account Designation

  • New gift designation is created and provided to Gift Administration
  • New University of Idaho Foundation, Inc. Fund is created in U of Idaho Foundation Chart of Accounts
  • New N Gift Account is created in University of Idaho Chart of Accounts
  • College or department Fiscal Officer is notified of new gift designation and N Gift Account, as well as the original requestor

Procedures for New Scholarship Account Designation

  • Designations coded SCHOL exist for most colleges and departments
  • Annual Contribution scholarships typically do not have their own designation code. This includes any new named scholarship accounts
  • New University of Idaho Scholarship account is created on University of Idaho Chart of Accounts
  • Student Financial Aid Services creates SFAS Fund Code (alpha) and Detail Code
  • Student Financial Aid and College Scholarship Chair are notified of scholarship account, name, dollar amount available, selection criteria, first year available and donor information
  • Gift Administration will typically setup the new scholarship account and have the gifts linked to the existing scholarship designation for the department and/or college

Procedures for New Endowment Designation

  • Endowment Agreements substitute for Request Form
  • Endowments have a minimum balance of $25,000. This balance needs to be achieved before the funds will be invested into the CIT
  • New endowment designation is provided to Gift Administration
  • When first distribution is made, new scholarship account or N Gift Account is setup in University of Idaho Chart of Accounts
  • If the endowment is for an expendable account, College or department Fiscal Officer is notified of new N Gift Account
  • If the endowment is for an endowed scholarship, Student Financial Aid Services creates SFAS Fund Code (alpha) and Detail Code. Student Financial Aid and College Scholarship Chair are notified of scholarship account, name, dollar amount available, selection criteria, first year available and donor information
  • Policies for establishing endowments can be discussed with Shawna Lindquist, Gift Administration
  • Memorial Funds and Small Gifts Lacking a Plan
  • Memorial funds can be an endowment, scholarship, or expendable account designation
  • Memorial funds can begin as a scholarship or expendable account and be changed later to endowment, but NOT vice versa
  • When fundraising is performed by the Development Office, including Phone-a-thon, Annual Contribution Cards, and any other small gifts received, Gift Administration and GAO will place these smaller gifts into the generic gift or scholarship designation
  • Small gifts for scholarships can be transferred to the department’s scholarship endowment. It is preferable for departments and/or colleges to have generic scholarship accounts for these small gifts

Questions on setting up new designations and accounts