To:      University Relations

CC:      Controller’s Office

From:  Stacy Koebel-Harder

Date:   6/12/2018

Re:      June 30, 2018 Year End Close

In order to properly account for pledges and gifts through June 30, 2018 please keep in mind the following items:

Gifts/Pledges

• Gifts in the form of cash and wires need to be received by the University by June 30, 2018 (in hand or post marked) and need to be delivered to Donor Services by noon, July 6, 2018.
• Gifts in the form of securities should be in the University’s investment by Friday, June 29, 2018 to be considered a FY18 gift.
• Gifts sent to the lockbox with postmarks through June 30, 2018 will be processed by the end of day, July 6, 2018.
• FY18 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 6, 2018 for FY18 processing.
• Gifts and pledges received on July 1st for FY19 will be processed on July 9, 2018.

Reporting

• The Daily Transaction Report delivered on the mornings of July 1 through July 7, 2018 will reflect FY18 transactions only.

Please let us know if you have any questions.  Happy Fiscal Year End!

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