To properly account for pledges and gifts through June 30, 2024, please keep in mind the following items:
Gifts/Pledges
- Gifts in the form of cash and checks need to be received by Monday, July 1, 2024 (in hand).
- Checks scanned at 405 Main, ESC, Athletics, and Raclin must be scanned into
JP Morgan by 1 pm on Monday, July 1, 2024.- If checks are unable to be scanned into JP Morgan by 1 pm on Monday, July 1, 2024, they should be hand-delivered to Gift Management by 10 am on Tuesday, July 2.
- Cash should be hand-delivered to 1100 Grace by noon on Tuesday, July 2, 2024.
- Checks scanned at 405 Main, ESC, Athletics, and Raclin must be scanned into
- Gifts of securities should be in the University’s investment account by Friday, June 28, 2024, to be considered a FY24 gift.
- Gift agreements fully executed (all signatures in place) in Docusign by 11:59 pm Sunday, June 30, 2024, will be processed as FY24 pledges.
- Regional Development or other key partners must have transmittals created in Ascend by noon, Tuesday, July 2, 2024.
- Gifts and pledges received on July 1 for FY25 will be processed on Tuesday, July 9, 2024.
Reporting
- The Daily Transaction Report delivered on the mornings of July 1 through July 9, 2024, will reflect FY24 transactions only. The Final FY24 DGR will be shared on July 9, 2024.
Internal Deadlines
- Suspense Fund Closures: Noon, May 30, 2024
- Suspense Fund Transfers (gift & gains): June 28, 2024
- CRT distributions designated to Unrestricted: June 14, 2024
- New accounts: June 28, 2024
- CRT/ND DAF contributions: June 28, 2024
- ND DAF grants: June 26, 2024
Resources (shareable, not confidential)
Please let us know if you have any questions. Happy Fiscal Year End!