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.

UTFI Financials »

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, BNY Mellon.

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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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10.1 Encompass EmailHow Do I?Online Engagement

10.1.6 Lists and Segments Manager

Instructions for uploading, editing and managing email lists.

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10.1 Encompass EmailHow Do I?Online Engagement

10.1.7 Reporting

How to access reporting metrics for email marketing campaigns.

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10.1 Encompass EmailHow Do I?Online Engagement

10.1.8 A/B Testing Campaigns

A/B testing enables admins to test one of three variables in an email campaign.

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10.2 Encompass EventsHow Do I?Online Engagement

10.2.1 Creating an Event

A step-by-step guide for creating paid or free events in Encompass.