Opening Gift Accounts

When a new university gift account is needed, units must follow the instructions below for establishing a new general ledger account.

1. Collect all pertinent information:
1. Letter signed by donor
2. Fundraising brochure
3. Memo from unit head or development person to document donor intent
   
   
2. Request new account using the Set Up and Manage Accounts  online service.
   
   
3. Send documentation to

1. For following group funds: Information Services, 130 E. Seneca St., Suite 400

1. True Endowment (24x)
2. Funds Functioning as Endowment (25x)
3. Split Interest Agreements (26x)
   
   

2. For following group funds: Division of Financial Affairs, 341 Pine Tree Road

1. Plant (332) uco-plantacctg@cornell.edu      
2. Unrestricted (46x) uco-unrfds@cornell.edu 
3. Restricted (472) DFA-RIBacctg@cornell.edu 
(473) uco-sfa@cornell.edu 

Attach scanned, electronic documentation to the new account request, attach it to an e-mail, or fax the documentation to 255-0327 to a specific DFA department.