University of Minnesota  Procedure

Requesting Disbursements from the Foundations

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Questions?

Please use the contact section in the governing policy.

Foundations and the University have a fiduciary responsibility to safeguard the gifts they receive and ensure the gifts are used for the purpose intended by the donor. Gifts are deposited into a designated fund at the Foundations for purposes specified by the donor.

The University expends their funds through the University's Enterprise Financial System (EFS) Chartfield Strings. University units can request the Foundations to reimburse them for qualified expenses based on the donor intent.

Request for Disbursements from the University of Minnesota Foundation

To request funds from the University of Minnesota Foundation for deposit into an Enterprise Financial System (EFS) Chartfield String(s), an EFS invoice/bill must be submitted to the Foundation.

Go to the Controller's Office Training Documentation to access the Creating a Bill for U of M Foundation (UMF) Transfer job aid.

Bills to the University of Minnesota Foundation should be left in Ready (RDY) status. After the bill is processed overnight, the Foundation automatically receives the invoice via electronic feed, loads it into the Donor Management System (DMS) and routes it to an authorized approver within DMS. Bills received and approved by the 15th of the month will be paid the 1st of the next month.

Request for Disbursements from the Minnesota Landscape Arboretum Foundation

To request funds from the Minnesota Landscape Arboretum Foundation, an EFS invoice/bill must be submitted to the Minnesota Landscape Arboretum Foundation. Mail invoice/bill to:

Minnesota Landscape Arboretum Foundation
3675 Arboretum Drive
Chaska, MN 55318