Business Office

The UTFI Business Office provides support for the various units and departments within the Foundation through budget tracking, accounts payable, travel reimbursement, time reporting, contracts, account creation, stock gifts, and financials auditing.

Account Creation

When we receive a gift that is establishing a new account where the money is being directed to the Foundation we must set up a Foundation “S” account and a University “R” account.

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Accounts Payable

Procedures to process invoices, work with vendors, reimburse miscellaneous expenses, reconcile procurement cards, and make special payments that do no involve a contract.

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Contracts

The UT Foundation follows many of the same purchasing guidelines as the University of Tennessee. Like UT, all purchases of more than $10,000 must have a contract.

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Graphic Identity

Creating awareness of the UFTI requires a clear, concise, and consistent message. We have created a brand book, logos, PowerPoint templates, and letterhead.

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Stock Gifts

Gifts of publicly traded stock or other securities are received electronically by the UT Foundation through our broker, Merrill Lynch.

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Travel

Procedures to efficiently and accurately request travel, submit travel expenses, bill airfare directly to the Foundation, and register for conferences.

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What's New?

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Advancement ServicesHow Do I?

Advancement Services Processes Training

This video covers more than a dozen essential business processes.

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Advancement ServicesBusiness IntelligenceHow Do I?

Understanding Dashboards

Since 2016, the BI team has developed more than 90 dashboards.

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ProfileUTK

Jill Passano

Jill is the Associate Director of Foundation Engagement at UT Knoxville.

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Advancement ServicesOnline Engagement

Online Giving Enhancements

Four major changes are in the works for our giving forms.