January 12, 2026
Update 1/13/26 - Workbook has been updated as of 1/13/2026 to correct fund numbers.
The Gift & Endowment (GFT‑END) clean‑up initiative is now well underway. A reminder that this project addresses conversion errors, aligns chart‑of‑account segments, and actuals corrections.
The workbook, gft_end_projects_completed_as_of_01.09.2026_-_revised.xlsx, lists all active gift and endowment projects, and lists the following informational updates:
-
Project description
-
Fund number
-
Inclusion in clean‑up flag (yes/no)
-
Actuals clean‑up status
-
Current project end date
Key Updates
-
209 GFT and END projects have been fully reconciled
-
Several journal batches were completed correct misclassified activity and fund mismatches.
Critical Reminder
We encountered numerous mismatches between project attribute (Gift vs Endowment) and fund number. To prevent rework, always confirm the correct pairing of project and fund (use the file provided) before posting activity.
-
Validate project type (GFT or END)
-
Match to the correct fund family (GFT) or fund number (END)
-
Check restriction alignment
-
Avoid using default projects
Categories:
