Gift funds are maintained by the UW Foundation (UWF) until needed by UW 233 accounts. This maximizes the investment earnings of funds held at UWF.
- Division administrator or designated division staff emails a request to your divisional operations accountant in DOM central finance office, providing the following information:
- PI’s name
- Whether new account or use existing account (include UW Project number)
- Which UWF funding source to use (name and/or number)
- Amount
- Purpose of account
- Any necessary clearances/associated paperwork
- Your divisional operations accountant completes the following steps:
- Prepare Gift Routing Form
- Prepare UWF Check Request form (requires Advancement Resources log-in)
- If necessary, sends forms for needed signatures
- Once signed and returned, both forms are routed to SMPH Fiscal for processing.
Note: It may take up to 45 days for the new 233 account to appear in WISDM with the budget/revenue reflecting the amount of the check received. (DOM Central Finance maintains a UWF Request Tracking Spreadsheet, to monitor when requests are submitted.)