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

A

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

B

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

D

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

E

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

F

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

G

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

H

Honorarium, deposit of - 4.1

Human research/experimentation, funds for - 4.1

Human research/experimentation, payments for - 5.1

I

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

K

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

L

Loans
to faculty/staff - 5.12
to students - 5.12

Loss of records - 5.12

M

Matrix, reimbursable travel costs

Meals and entertainment - 5.5 * 5.6

Mileage reimbursement - 5.7

Mobile phones - 5.5

Moving expenses - 5.13

N

Non-cash asset contributions - 4.1

Non-resident aliens, payments to - 5.14

O

Original signatures - 5.1

Out-of-state travel, University-required documents - 5.7

P

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

Q

Quid pro quo contributions - 4.1

R

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

S

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

T

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