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 |
|---|---|---|
| Accessing Gift Agreements in OBI | These instructions are provided by OHIO Finance and provide the steps in how to search for a gift agreement in OBI. View additional quick reference guides on the OHIO Finance website. | University Advancement |
| Advancement Internal Travel Request | Complete 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 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 Bobcat Bundle Request Form | Please complete this form to request a Bobcat bundle. | Donor Relations |
| 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 Relation Flowers/Gift Basket Request Form | Please use this form as a request for Donor Relations to send a gift. | Donor Relations |
| Donor Relations Football Accommodation Request Form | Should you want to request accommodations to an Ohio University football game for the current and/or upcoming season, please complete this form. | Donor Relations |
| Donor Relations Basketball Ticket Request Form | Should you want to request tickets to an Ohio University men's or women's basketball home game for the current and/or upcoming season, please complete this form. | Donor Relations |
| Donor Relations OU Inn Hotel Room Request Form | 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 |
| Donor Relations Performing Arts Series Ticket Request Form | Should you want to request tickets to a Performing Arts & Concert Series event for the current and/or upcoming series, please complete this form. | 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 |
| Endowment Spending Policy | This policy describes the formula used to calculate the annual endowment distribution, including the endowment management fee. | 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 GiveCampus 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 GiveCampus. 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 Acceptance Policy | These 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 Administration Reference Resources | This folder contains references and resources for Gift Administration details, along with the Gift Admin Onboarding materials. If you have any questions or would like a resource added, please contact Gift Administration at GiftAdmin@ohio.edu. | Acknowledgement & Reporting |
| Gift Agreement Samples | This folder contains sample gift agreements intended to guide donors through the process of establishing a new fund. If you’d like a draft outline specifically tailored to your donor, please contact Gift Administration at GiftAdmin@ohio.edu. | Acknowledgement & Reporting |
| Gift Agreement Status Tracking | This 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 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. View the status of a request you have submitted about a new account. | Acknowledgement & Reporting |
| Gift Agreement Request Form - Compliance Revision | This document outlines the basic information necessary to revise an existing account. | Acknowledgement & Reporting |
| Gift Agreement Request Form - 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. View the status of a request you have submitted about a planned gift. | Acknowledgement & Reporting |
| Gift Agreement Request Form - 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. View the status of a request you have submitted about a gift to an existing account. | Acknowledgement & Reporting |
| Gift Agreement Request Form: Gift-In-Kind | This document outlines the basic information necessary to draft a Gift-In-Kind agreement. It can be used for any gift-in-kind but must be used for gifts-in-kind valued at $5,000 and above. Gifts-in-kind valued at less than $5,000 may use the Gift-In-Kind Checklist signed by the dean and department chair. Please contact Gift Administration if you have any questions about a particular circumstance and/or with the backup documentation such as an appraisal, etc. | Acknowledgement & Reporting |
| Gift Agreement Request Form - 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. View the status of a request you have submitted about a blended gift for new fund. | Acknowledgement & Reporting |
| Gift Agreement Request Form - REVISION REQUEST | This 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 Day | This 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 |
| Judith Johnson Award Application | This is an award for students working in University Advancement. The deadline to submit is Nov. 15 and will be awarded spring semester. | University Advancement |
| 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 |
| OUF Real Estate LLC Gift Fee Policy | The 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 Instructions | Sign 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:
| 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 |
| Prospect Research and Management Request | This 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 Form | First download a copy, then 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) | First download a copy, then 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 Advancement-Request for Presidential Engagement | This form is used to request meaningful presidential contacts with donors. This should be filled out by an Advancement Gift Officer. | Development |
| 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 |
| Unrestricted Gift Rule | The 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 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 |