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.
| Resource | Description | Team |
|---|---|---|
| Advancement Services Operations Request | Use 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 Reporting | This 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 Collaboration Event Intake Form | Donor 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 Relations Concierge Services Request Form | Please use this form to request concierge services from Donor Relations. | Donor Relations |
| Donor Relations Ohio University Inn & Conference Center Hotel Room Request | Making 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 |
| Email Advancement Business Center |
Please 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 Accounting | Please 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 |
| Event Production Request | Please 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 Request | Submit 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 FAQs | View our Foundation Accounting frequently asked questions for additional information. | Foundation Accounting |
| Foundation FAQs | View our Foundation frequently asked questions for additional information. | Foundation Accounting |
| Fundraising Clearance Form | Please email Annual Giving at giving@ohio.edu if you need to complete this request form. | Annual Giving |
| Gift Agreement Request Form 2023 - New Account | This 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. To view the status of a request you have submitted, please click here. | Acknowledgement & Reporting |
| Gift Agreement Request Form 2023 - Planned Gift | This 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. To view the status of a request you have submitted, please click here. | Acknowledgement & Reporting |
| Gift Agreement Request Form 2023 - Gift to Existing Account | This 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. To view the status of a request you have submitted, please click here. | Acknowledgement & Reporting |
| Gift Agreement Request Form 2023 - Blended Gift (planned and current) for New Fund | This 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. To view the status of a request you have submitted, please click here. | Acknowledgement & Reporting |
| LAG Opportunity Entry Request | This 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 Application |
University 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 |
| Payroll Deduction Instructions | Sign up for Payroll Deduction through My Personal Info. To make changes to your current payroll deduction, please contact Ohio University Payroll Office at payroll@ohio.edu. | 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:
|
University Advancement |
| Policy 37.020: Formation of Alumni Organizations and Sponsorship of Alumni Activities | To 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 Request | This form is used to request prospect manager assignment of a constituent; should be filled out by a development officer. | Prospect Research & Management |
| Purchasing Card Receipt Form | Download 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 Request | This 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 Request | Please use this form to submit web requests for the give.ohio.edu or ohio.edu/alumni websites. | Advancement Services |
| University Advancement-Request for Leadership Engagement | This 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 Request | University 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 |
| Update Your Information | Use 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 Instructions | Use 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 Pledge | Ohio 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 |