8.0 Index
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Accountable plan -
5.1 *
5.5 *
5.6 *
5.7 *
5.8
Payment Overview flowchart
Payments to Employees flowchart
Payments to Independent Contractors flowchart
Payments to Students flowchart
Adjunct faculty -
5.11
Admission fees to KU or KU Endowment events, payments for -
5.10
Agency fund accounts -
4.1 *
4.2
Alcohol -
5.6
Athletic tickets
Awards
to faculty/staff -
5.1 *
5.3
to non-employees -
5.3
to students -
5.1 *
5.3 *
5.8
Baby/wedding gifts -
4.1 *
5.4
Bank service fees -
2.0
Bonuses -
5.3
Bosses Day gifts -
5.4
Business purpose -
5.1 *
5.6 *
5.7
Business use combined with personal use -
5.5
Cell phone -
5.5
Check Request forms
general
addendum for research-related payments
transfer request
travel-related
student payments
Club dues -
5.5
Conferences/Seminars -
4.1 *
5.7
Confidentiality of Information/Privacy Policy-
5.1
Contacts at KU Endowment -
7.0
Contractual services
Contributions
credit card -
4.1
donor intent -
4.2
earmarking -
4.1
establishing a new KU Endowment fund account -
4.2
Gift Deposit Transmittal Form
Gift Deposit Transmittal Form, completion of
4.1
grants -
4.1
honoraria, other payments for services directed to KU Endowment -
4.1
initiating new KU program -
4.2
non-cash assets -
4.1
non tax-deductible receipts -
4.1
quid pro quo -
4.1
to KU (KU Endowment agency funds)
4.1 *
4.2
Control Approval -
3.0
Credit Cards -
4.1 *
5.1
Deposit of State funds -
4.1
Donor intent -
1.0 *
4.2 *
5.1
Direct benefit to KU -
5.1 *
5.7
Documentation
tax receipts for contributions -
4.1 *
4.2
disbursements -
5.1 *
5.7
Electronic inquiry of fund account financial information -
6.0
Employee fringe benefits -
5.5
Employee pay underwritten by KU Endowment funds -
5.13
Employee recognition -
5.4
Equipment, purchase of -
5.9
Event, Fundraising -
4.1,
5.1
Expense recognition on KU Endowment records -
3.0
Expense reporting, year-end timing -
3.0
Fees, banking services, charged to fund accounts
2.0
administrative charged by KU Endowment (see
Fund Adminstration & Investment Practices brochure)
deposit of fees and other charges of the University -
4.1
Fellowships, Student -
5.8 *
5.13
Financial reports for fund accounts, access to and examples of -
2.0 *
6.0
Fine arts tickets -
5.6
First class travel -
5.7
Flow charts, tax reporting -
5.1
Flowers, purchase of, for employees -
5.4
Functional Category -
5.1
Fund Account
confidentiality of information -
2.0
definition -
2.0 (see
Fund Adminstration & Investment Practices brochure)
electronic inquiry -
6.0
ensuring use of -
2.0 *
3.0
establishment -
4.2
fees charged to -
2.0 (see
Fund Adminstration & Investment Practices brochure)
investments -
2.0
reports -
2.0 *
6.0
Request to Open Fund form -
4.2
spending policy -
2.0 (see
Fund Adminstration & Investment Practices brochure)
types -
2.0
Fund Account Representative
alternate -
3.0
as a donor -
3.0
control approval -
3.0
defined, responsibilities -
1.0 *
3.0 *
5.8
IRS penalties -
3.0 *
5.4 *
5.7
reports to -
2.0 *
6.0
successor -
3.0
Fund Administration & Investment Practices brochure
Fundraising Events -
4.1,
5.1
Gifts
to employees -
5.1 *
5.4
to non-employees -
5.1 *
5.4
Gift certificates -
5.4
Gift/Deposit Transmittal Form
Gift/Deposit Transmittal Form, completion of -
4.1
Gift revenue recognition on KU Endowment records -
3.0
Golf, reimbursement for -
5.6
Honorarium, deposit of -
4.1
Human research/experimentation, funds for -
4.1
Human research/experimentation, payments for -
5.1
Independent contractor -
5.1 *
5.2
International travel, University-required insurance -
5.7
Internet service,
5.5
Investment of Endowment funds -
2.0 *
investment policies
IRS penalties -
1.0 *
3.0 *
5.4 *
5.7
Kansas University Endowment Association
basis for tax-exemption -
1.0
establishing new KU Endowment fund account -
4.2
founding -
1.0
how to reach us -
7.0
organizational chart
public charity -
1.0
whom to contact -
7.0
Loans
to faculty/staff -
5.12
to students -
5.12
Loss of records -
5.12
Matrix,
reimbursable travel costs
Meals and entertainment -
5.5 *
5.6
Mileage reimbursement -
5.7
Mobile phones -
5.5
Moving expenses -
5.13
Non-cash asset contributions -
4.1
Non-resident aliens, payments to -
5.14
Original signatures -
5.1
Out-of-state travel, University-required documents -
5.7
Payments through University accounts to be reimbursed by Endowment accounts -
5.13
Payroll loans -
5.12
Payroll loan form
Payroll underwritten by Endowment fund -
5.13
Per diem -
5.1
Personal use combined with business use -
5.5
Personal benefit/excessive compensation -
1.0 *
3.0 *
5.5 *
5.9
Personal communication devices -
5.5
Personal vs. business travel -
5.7
Privacy Policy/Confidentiality of Information -
5.1
Quid pro quo contributions -
4.1
Receipts for expenses -
5.1
Related entities to the University -
1.0 *
5.3 *
5.5 *
5.7
Research expenditures, special situations -
5.1
Research funds, administration -
2.0
Retired employees -
5.11
Retreats -
5.6
Revenue reporting - gift recognition -
3.0
Sale of items as a form of fundraising -
4.1
Sales revenue -
4.1
Sales tax -
1.0 *
5.1
Scholarships -
4.2 *
5.1 *
5.8
Scholarship funds, administration -
2.0
Secretary's Day gifts -
5.4
Seminars/Conferences -
4.1 *
5.7
Social security numbers, use of (see
Confidentiality of Information/Privacy Policy) -
5.1
Spending policy for Endowment fund accounts -
2.0 * (see
Fund Adminstration & Investment Practices brochure)
Spousal expenses -
5.6 *
5.7 * Travel Examples 3, 5 - 7 *
5.10
Standard mileage rate -
5.7
State funds, deposit of -
4.1
Students
Check Request for Student Award or Prize
flow chart, payments to -
5.1
recruitment -
5.8
payments to/for the benefit of -
5.8
Sub-account -
4.2
Supervisory control approval -
3.0
Theater tickets -
5.6
Timely filing of request for reimbursement, defined -
5.1
Travel
as a form of education
5.7
check request form
first class -
5.7
for students
5.8
for University employees -
5.7
insurance, University procedure
5.7
matrix, reimbursable
mileage reimbursement -
5.7
out-of-state travel, University forms -
5.7
personal vs. business -
5.7
receipt documentation -
5.1
retreats -
5.6
seminars/conferences -
5.7
Travel/Miscellaneous Expense Report form -
5.7
Tuition, fees, and other University charges, deposit of -
4.1
University-related entities -
1.0 *
5.3 *
5.5 *
5.7
Volunteers, payments for -
5.11
Year-end expense and revenue reporting -
3.0