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

 

C


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
 

U


University-related entities - 1.0 * 5.3 * 5.5 * 5.7
 

V


Volunteers, payments for - 5.11
 

Y

Year-end expense and revenue reporting - 3.0