* For Advancement Services Use Only.
Post fiscal year end close audit. To be completed annually.
End-to-End Batch Processing
This request is for bequests that are not actively being worked by Development. These types of tickets are triggered by the mail receipt of checks or documentation.
Request to initiate bequest gift agreement or intent for review and processing.
Request to initiate gift agreement approvals.
If you have a Gift in Kind and need to credit it to your Foundation account, please request service here.
*For Advancement Services Use Only
This request is for the quarterly notifications to constituents who are delinquent on pledge installments.