Gift Fund Management

There are 2 online courses that discuss gift fund management: CU Gift Fund Management – Beginner and CU Gift Fund Management – Advanced.

The Beginner course covers the University’s gift processes, the responsibilities of individuals who impact gift funds, the importance of complying with donor wishes, and, the relationship between University of Colorado Foundation Funds and University Gift Fund (Fund 34) SpeedTypes. The Advanced course includes instruction on creating and approving Journal Entries (JEs) that use gift funds.

• The Beginner course is required for any individual with a fiscal role (Fiscal Principal, Fiscal Manager, or Fiscal Staff) on a Fund 34 SpeedType. These individuals must complete the course and pass the course quiz or their SpeedType will be inactivated.
  
  Note: individuals responsible for managing gift funds received from blended organizations (e.g., UPI) as part of a contract are not required to take this training.
  
  
• The Advanced course is recommended for individuals who create or approve Fund 34 JEs, and for any employee involved in the daily operations of Gift Fund SpeedTypes who wishes to learn more about the gift fund process.

Both courses are available in SkillSoft: sign in to your campus portal. Click the CU Resources tab and look for Training. The courses are in the Budget and Finance folder under University of Colorado - Courses.

Questions? Contact the Finance & Procurement Help Desk at 303.837.2161.