If a contribution meets the requirements to become a spendable gift, you must:
- Submit the completed New Gift Worktag Request within Workday.
- Send the actual check (or other means of payment) and original documentation to Jeff Shin in Advancement Services, located in Degheri Alumni Center 312 (DAC312).
- Scholarship Only: A Banner Fund Code Request form should be completed with the Office of Financial Aid for scholarship awards.
Gift Worktag Changes
To make changes to an established spendable, we require a letter from the donor(s) or authorized party stating that they are requesting and/or agree with the changes being requested (e.g., purpose, name, account type). The following steps should be followed:
- Submit the completed Change in Gift Worktag Request within Workday.