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How do I amend an existing gift agreement?
Changes to endowments for which the donor is no longer available (i.e. deceased) must be made under UPMIFA guidelines. Please... -
How do I modify a Foundation or University Endowment Fund project/fund?
All changes to existing Foundation or University Endowment Fund projects should be requested via the Chartfield Request System (accessible through... -
How do I set up an upper 3 project?
To set up an upper 3 trust fund project (35XXXX – 399999), please contact Ginger Burks Draughon, Office of Cost... -
What is the Chartfield Request System?
The Chartfield Request System allows you to create and submit an electronic request from within the Financial System and have... -
What type of funds are 3xxxxx projects?
It depends on the specific Project ID. Projects in the 3xxxxx series are subdivided into two major types of funding... -
Where can I find instructions for how to use the Chartfield Request System?
The Chartfield Request System training and the Chartfield Structure Overview may be useful in navigating the Chartfield Request System. For... -
Where can I locate a Project ID and Phase Code?
To search university financial chartfields, follow the steps outlined here: 1) Navigate to MyPack Portal. 2) Click on the NavBar... -
Who do I contact for questions about my project’s trust authority?
Please contact the Office of Cost Analysis, Sangeeta Kapoor at 919-515-7490 and/or Ginger Burks Draughon at 919-515-6898.