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How to clear overdrafts on L & S fund 233 UW Foundation sponsored gift accounts
This document contains instructions on how to clear an over draft on a fund 233 UW sponsored gift account
To clear overdrafts on your fund 233 UW Foundation sponsored gift accounts, you
should process a check request and a matching gift routing form to transfer funds from an appropriate
departmental UW Foundation account. Please note: if this is a special billing project please contact Ben Ball.
To get to the check request, Log into the new UWF management system then click on "Fund Management" in the red navigation bar under the Advancement Resources heading. Select "Check/ACH requests" from the pull down menu.
The Foundation check request form and gift routing form should be forwarded to Mary Machaj 408 South Hall.
If no UW Foundation funds are available to clear the overdraft, then expenses must be transferred from the 233- project to another discretionary funding source using the cost transfer tool.
While small overdrafts on 233- gift accounts are acceptable in the short term (less than 3 months), we have guidance from the Vice Chancellor for Administration’s office to clear these quarterly. If you have questions or need guidance, please contact Mary Machaj at 263-2316.