New Project Set up Form

New Revised

Fund Name: Acct Fund Type:

Start Date:

Campus:

Fund Contacts: Position

Signature Organizational Administrative Original Donor Leave Blank Original DO Leave Blank Other

Purpose:

If non- endowment is there an intent Remainder of Form for Foundation Office Use

Project Number(s): Unrest Temp Rest Perm Rest

If this project is an endowment or Quasi endowment, then determine the FAS116 classification for the principal, spending and unexpended earnings. Set up three project numbers 6XXXX, 7XXXX, and 8XXXX. Note, both the 6XXXX and 7XXXX project numbers will be set up with the same FAS116 classification. Fund Balance Account:

Account Number(s):

Account Type: Regular GL Category: Fund Balance

Net Asset Category: Unrestricted Temporarily Restricted Permanently Restricted

Financial Position: Noncurrent Assets, Liabilities and Fund Balance

Cash Flow: Operating Investing Financing Cash or Cash Equivalent

______Update the Up to Date Project List in Excel. ______Configure (by Creating Account Code) in FE. ______Create project in FE. ______Create account in FE. ______Add the project to Raiser’s Edge using the Campaigns, Funds, and Appeals program. FOUNDATION ACCOUNTING: Requested By: Date: Set Up By: Date: Foundation Date: Accounting Date: Form 9-99 01/18/18 Approval: Approval:

Form 9-99 01/18/18