Policies, Reports & Fundriver Training
Policies
Endowment Reports
Training
Tips for Using Balance
The link to access Balance is under the Controller's List of Financial Systems:
Balance (NEW Endowment System)
Be sure to sign in to Balance using the link on the Financial Systems page. If you
have been locked out
of Balance, you will need to contact Institutional Accounting.
Learn how to gain system access to Balance.
Balance Training Manuals
Departmental Financial Officers Training
Development and Stewardship Staff Training
Other Training
Spending Endowment Funds
Tutorial on difficult-to-spend endowment funds
Restricted Fund Management
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