Faculty & Staff Resources

Below are University Advancement internal resources to be utilized by Advancement staff and our Ohio University partners. Please use the search bar to search for key words.

ResourceDescriptionTeam
Advancement Internal Travel RequestComplete this form to request permission to travel from your area's senior leader. You will be notified when your request has been approved or denied.University Advancement
Advancement Services Operations RequestUse this form to submit requests for lists, reports or projects for Advancement Data Management and Access (Adv-DMA). Please complete the form to the best of your ability. Please note that turnaround time is 10 business days; complex requests will take longer. Please email advinfo@ohio.edu if you have any questions.Data Management and Access
Alumni Engagement ReportingThis form should be used to report university partners alumni engagement for inclusion in Ohio University's annual CASE Alumni Engagement Score. Reporting should follow the fiscal year (July - June) and be categorized as Volunteer, Experiential, or Communication engagement. Please submit using excel documentation only. For more information, please visit the Council for Advancement in Support of Education (CASE) website.OUAA-Campus Partnerships & Strategic Initiatives
Donor Relations Bobcat Bundle Request FormPlease complete this form to request a Bobcat bundle.Donor Relations
Donor Relations Collaboration Event Intake FormDonor Relations aims to strengthen donor engagement by collaborating to host strategic special events that will lift up philanthropy and recognize Ohio University donors and friends. Donor Relations
Donor Relation Flowers/Gift Basket Request FormPlease use this form as a request for Donor Relations to send a gift.Donor Relations
Donor Relations Football Accommodation Request FormShould you want to request accommodations to an Ohio University football game for the 2023-24 season, please complete this form.Donor Relations
Donor Relations Men's Basketball Ticket Request FormShould you want to request tickets to an Ohio University men's basketball home game for the 2023-24 season, please complete this form.Donor Relations
Donor Relations OU Inn Hotel Room Request FormMaking a request through this portal should be a last resort only and please note there is no guarantee this request will be honored.  All requests are dependent on the hotel’s ability to make a special accommodation.Donor Relations
Donor Relations Performing Arts Series Ticket Request FormShould you want to request tickets to a Performing Arts & Concert Series event for the 2023-24 academic year, please complete this form.Donor Relations
Email Advancement Business CenterPlease email oufacctg@ohio.edu with “ABC” in the subject line for any questions or requests regarding: Gift processing, budgeting, payments/contracts, travel, spending from foundation accounts, or any other business process questions.Foundation Accounting
Email Foundation AccountingPlease email oufacctg@ohio.edu for any questions or requests regarding: Modifications to foundation accounts (i.e. ORG or name changes), copies of guidelines (if not linked in OBI), or modification to donor gifts (including refunds).Foundation Accounting
Endowment Spending PolicyThis policy describes the formula used to calculate the annual endowment distribution, including the endowment management fee.Foundation Accounting
Event Production RequestPlease complete this form at least 12 weeks prior to your anticipated event date. Once completed, your request will be reviewed and then assigned to an event manager to begin the planning process. Note: Please submit the Event Registration Request form below if needing only a registration page in Luminate for your event that has already been planned.Advancement Events
Event Registration RequestSubmit this form to request a registration page for your event in Luminate. Please allow 3-5 business days for your page to be built. Advancement Events
Foundation Accounting FAQsView our Foundation Accounting frequently asked questions for additional information.Foundation Accounting
Foundation FAQsView our Foundation frequently asked questions for additional information.Foundation Accounting
Fundraising Clearance FormPlease email Annual Giving at giving@ohio.edu if you need to complete this request form.Annual Giving
Gift Acceptance PolicyThese policies have been reviewed and approved by the Foundation Board of Trustees on June 2023 and are subject to review and revision by the Development Committee, as may be needed, to comply with state and federal laws and to align with pertinent changes to University policy as may occur.Development
Gift Agreement Status TrackingThis spreadsheet tracks the status of gift agreement requests as they move through the queue after being submitted through completion.Acknowledgement & Reporting
Gift Agreement Request Form - New AccountThis document outlines the basic information necessary to establish a new account. For buildings/named spaces, please contact Jennifer Watson or Krisha Johnson to discuss the process to complete a gift of that nature. View the status of a request you have submitted about a new account.Acknowledgement & Reporting
Gift Agreement Request Form - Planned GiftThis document outlines the basic information necessary for planned giving. For buildings/named spaces, please contact Jennifer Watson or Krisha Johnson to discuss the process to complete a gift of that nature. View the status of a request you have submitted about a planned gift.Acknowledgement & Reporting
Gift Agreement Request Form - Gift to Existing AccountThis document outlines the basic information necessary to make a gift to an existing account. For buildings/named spaces, please contact Jennifer Watson or Krisha Johnson to discuss the process to complete a gift of that nature. View the status of a request you have submitted about a gift to an existing account.Acknowledgement & Reporting
Gift Agreement Request Form - Blended Gift (planned and current) for New FundThis document outlines the basic information necessary to make a blended gift (planned and current). For buildings/named spaces, please contact Jennifer Watson or Krisha Johnson to discuss the process to complete a gift of that nature. View the status of a request you have submitted about a blended gift for new fund.Acknowledgement & Reporting
Gift Agreement Request Form - REVISION REQUESTThis document outlines the basic information necessary to revise the guidelines of an existing account. A PDF of the current, existing guidelines should be sent to GiftAdmin@ohio.edu. View the status of a request you have submitted about a revision.Acknowledgement & Reporting
Gift Agreement Request Form - Giving DayThis document outlines the basic information necessary for a Giving Day gift to an existing account; if a new account should be marked for Giving Day, please submit a request for a new account and note "Giving Day" in the "special notes" field. View the status of a request you have submitted about Giving Day.Acknowledgement & Reporting
LAG Opportunity Entry RequestThis form is used to request entry of an opportunity in RE NXT; should be filled out by an LAG development officer.Prospect Research & Management
OUAA Financial Support ApplicationUniversity partners (faculty, staff, and students) are asked to complete this form to request financial sponsorship for activities within their departments, colleges, and regional campuses. Financial Support Criteria: The event and/or initiative must have alumni as a PRIMARY audience, and the purpose of the event must be geared toward alumni or in support of alumni activities.OUAA-Campus Partnerships & Strategic Initiatives
OUF Real Estate LLC Gift Fee PolicyThe purpose of this policy is to establish a gift fee that Ohio University Foundation Real Estate LLC will assess on contributions received.Foundation Accounting
Payroll Deduction InstructionsSign up for Payroll Deduction through My Personal Info. To make changes to your current payroll deduction, please email Ohio University Payroll Office.Annual Giving
Policy 37.001: Fund Raising from Private Sources

All efforts to secure philanthropic gifts from the private sector are to be coordinated through the Development Office, housed within the Division of University Advancement, in order to meet the following goals:

  1. insure maximum efficiency and productivity;
  2. establish funding priorities;
  3. serve as a central clearinghouse or depository for resource materials and records; and
  4. coordinate efforts in order to avoid any potential conflicts of interest or cross-purpose solicitation of donors.
University Advancement
Policy 37.020: Formation of Alumni Organizations and Sponsorship of Alumni ActivitiesTo provide colleges, schools, departments, sanctioned student organizations and interest groups, and alumni at-large with policies and implementation procedures for establishing alumni organizations and for sponsoring alumni activities with the primary purpose of promoting the mission and purpose of Ohio university.University Advancement
Prospect Manager Assignment RequestThis form is used to request prospect manager assignment of a constituent; should be filled out by a development officer.Prospect Research & Management
Prospect Research and Management RequestThis form should be used to request information and updates from the prospect research and management team and should be filled out by a development or leadership staff member.Prospect Research & Management
Purchasing Card Receipt FormDownload and complete this form with any P-card purchase (not associated with travel reports). Email to the appropriate administrative support person. Please email oufacctg@ohio.edu if you have any questions.Advancement Business Center
System Access RequestThis form is used to request access to an Advancement database; should be filled out by the supervisor of a new or current Ohio University employee.Prospect Research & Management
Travel Expense Report (TER)Download and complete this form to document travel and travel related purchases. Please email oufacctg@ohio.edu if you have any questions.Advancement Business Center
University Advancement Web Edit RequestPlease use this form to submit web requests for the give.ohio.edu or ohio.edu/alumni websites.Advancement Services
University Advancement-Request for Leadership EngagementThis form is used to request meaningful and strategic engagement between donors or prospects and the Office of the President and/or the Office of the Vice President; should be filled out by an Advancement employee.Leadership Travel and Engagement
University Partners Collaboration RequestUniversity partners (faculty, staff, and students) are asked to complete this form to communicate future alumni engagement needs and request support. Once completed, a member from the Campus Partnerships team will follow up to learn more and discuss how we can collaborate to support your success.OUAA-Campus Partnerships & Strategic Initiatives
Unrestricted Gift RuleThe purpose of this Policy is to establish an unrestricted gift rule that The Ohio University Foundation will assess on contributions received.Foundation Accounting
Update Your InformationUse this form to update address, phone, email, employer or other information for a graduate or friend. Please email advinfo@ohio.edu if you have any questions.Data Management and Access
Wire or ACH Funds Transfer InstructionsUse these instructions to make a gift by Wire or ACH funds transfer to The Ohio University Foundation. Important note: Access to these instructions is restricted to University Advancement staff. If you are not a staff member of University Advancement, and if you need access to these instructions, please request a copy by emailing giving@ohio.edu.Foundation Accounting
Zero Tolerance PledgeOhio University Advancement has adopted and adheres to a Zero Tolerance policy and this Zero Tolerance Pledge developed by the Council for the Advancement and Support of Education (CASE).University Advancement