Atlassian uses cookies to improve your browsing experience, perform analytics and research, and conduct advertising. Accept all cookies to indicate that you agree to our use of cookies on your device. Atlassian cookies and tracking notice, (opens new window)
Advancement Help Center
  1. Advancement Help Center
  2. Account Support

Account Support

Welcome to the Account Support portal managed by the Gift Agreement & Account Support team at IU Foundation! We provide assistance to partners at IU, the IU Alumni Association, and the IU Foundation related to fund maximization, IUF Compliance Committee, account coding, gift acceptance, closing accounts, and other account details.

Please include the numbers/titles of accounts for which you are requesting information.

Visit our Advancement Connect pages to find general information regarding gift agreements, funds maximization, IUF accounts, procedures, best practices, and much more.

Our standard hours of operation are Monday through Friday, 8AM to 5PM EST. We will do our best to reply to your request within 1-3 business days. Thank you for your patience.

Unfortunately, we are not specialists in all areas of gift administration. For questions relating to the following topics, please contact our esteemed colleagues listed below:

--Gift agreement processing – email iufga@iu.edu directly
--Crimson and donor gift processing – Revenue Operations
--FEM financial processing and account signers - Compliance & Disbursement Services

  • General Questions

    Do you have a question about an IUF account, fund utilization, or a topic not addressed below? Ask it here!

  • Close an Account

    Submit a request to close an IUF account.

  • Submit a Spending Plan

    Please report a spending plan if you cannot spend your Target Spend amount.

  • Compliance Committee Review

    Please submit this request if you have an account or issue that needs to be reviewed by the IUF Compliance Committee.

Powered by Jira Service Management
{"xsrfToken":"b2a968384dea38ce91db3ef0897798845163093a_lout","branding":{"id":"37","key":"iufacct","name":"Account Support","portalBaseUrl":"/servicedesk/customer/portal/37","logoUrl":"/rest/servicedesk/1/customer/viewport-resources/portal-logo/37/23","theme":{"headerBGColor":"#ffffff","headerLinkColor":"#292929","headerLinkHoverColor":"#780000","headerLinkHoverBGColor":"#780000","headerBadgeColor":"#780000"}},"helpCenterBranding":{"logoId":"","isLogoAvailable":false,"helpCenterTitle":"Welcome to the Advancement Help Center","sharedPortalName":"Advancement Help Center","userInitialAnnouncementHeader":"","userInitialAnnouncementMessageWiki":"","translations":{"en-US":{"helpCenterTitle":"Welcome to the Advancement Help Center","sharedPortalName":"Advancement Help Center","localeDisplayName":"English (United States)"}},"canEditAnnouncement":false,"siteDefaultLanguageTag":"en-US","userLanguageTag":"en-US","portalThemeColor":"#990000","helpCenterTitleColor":"#ffffff","bannerMediaApiUrl":"https://api.media.atlassian.com/file//image?token=eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiIwYjg0NTg3OC1kNDVlLTRhOTgtYWQ5ZC03M2E2OWFmMjRhMGQiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTpmaWxlOiI6WyJyZWFkIl19LCJleHAiOjE3NjU1NzYzMDAsIm5iZiI6MTc2NTU3NTcwMH0.GuWe6YKiH0xyOgu98SKyzTEozU6LswQmf6ULoSoh8sA&client=0b845878-d45e-4a98-ad9d-73a69af24a0d&height=300&mode=fit","bannerMediaApiFileId":"","useDefaultBanner":true,"isBannerAvailable":true,"hasTopBarBeenSplit":false},"portal":{"id":"37","key":"iufacct","projectId":10093,"serviceDeskId":37,"name":"Account Support","description":"<p>Welcome to the Account Support portal managed by the <b>Gift Agreement &amp; Account Support</b> team at IU Foundation! We provide assistance to partners at IU, the IU Alumni Association, and the IU Foundation related to fund maximization, IUF Compliance Committee, account coding, gift acceptance, closing accounts, and other account details.</p>\n<p><b>Please include the numbers/titles of accounts for which you are requesting information.</b></p>\n<p>Visit our <a href=\"https://advancementconnect.iuf.iu.edu/page/2267\" class=\"external-link\" rel=\"nofollow noreferrer\" target=\"_blank\">Advancement Connect</a> pages to find general information regarding gift agreements, funds maximization, IUF accounts, procedures, best practices, and much more.</p>\n<p>Our standard hours of operation are Monday through Friday, 8AM to 5PM EST. We will do our best to reply to your request within 1-3 business days. Thank you for your patience.</p>\n<p>Unfortunately, we are not specialists in all areas of gift administration. For questions relating to the following topics, please contact our esteemed colleagues listed below:</p>\n<p>--Gift agreement processing – email <a href=\"mailto:iufga@iu.edu\" class=\"external-link\" rel=\"nofollow noreferrer\" target=\"_blank\">iufga@iu.edu</a> directly<br> --Crimson and donor gift processing – <a href=\"https://iuadvancement.atlassian.net/servicedesk/customer/portal/36\" class=\"external-link\" rel=\"nofollow noreferrer\" target=\"_blank\">Revenue Operations</a><br> --FEM financial processing and account signers - <a href=\"https://iuadvancement.atlassian.net/servicedesk/customer/portal/34\" class=\"external-link\" rel=\"nofollow noreferrer\" target=\"_blank\">Compliance &amp; Disbursement Services</a></p>","portalBaseUrl":"/servicedesk/customer/portal/37","reqTypes":[{"id":"395","name":"Close an Account","descriptionHtml":"","callToAction":"Close an Account","introHtml":"<p>Submit a request to close an IUF account.</p>","icon":10727,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10727","groups":[86],"key":""},{"id":"401","name":"Compliance Committee Review","descriptionHtml":"<p>Before submitting this request, please review the IU Foundation's <a href=\"https://ob.iuf.iu.edu/AppNet/docpop/docpop.aspx?clienttype=activex&amp;docid=2150680\" class=\"external-link\" rel=\"nofollow noreferrer\" target=\"_blank\">Donor Intent and Gift Account Modification policy</a>. This policy and the <a href=\"https://www.uniformlaws.org/committees/community-home?CommunityKey=043b9067-bc2c-46b7-8436-07c9054064a3\" class=\"external-link\" rel=\"nofollow noreferrer\" target=\"_blank\">Uniform Prudent Management of Institutional Funds Act (UPMIFA)</a> guide what actions can be taken to remedy issues. Please provide as much information as possible regarding why the funds are impossible to utilize, including any quantitative data you have available.</p>\n<p>Please note that the compliance review process can be lengthy depending upon the complexity of the account and the request. The IU Foundation Compliance Committee meets once a month, except in February, June, and October when the IU Foundation Board meets. Thank you for your patience!</p>","callToAction":"Compliance Committee Review","introHtml":"<p>Please submit this request if you have an account or issue that needs to be reviewed by the IUF Compliance Committee.</p>","icon":10730,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10730","groups":[86],"key":""},{"id":"316","name":"General Questions","descriptionHtml":"","callToAction":"General Questions","introHtml":"<p>Do you have a question about an IUF account, fund utilization, or a topic not addressed below? Ask it here!</p>","icon":10549,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10549","groups":[86],"key":""},{"id":"400","name":"Submit a Spending Plan","descriptionHtml":"","callToAction":"Submit a Spending Plan","introHtml":"<p>Please report a spending plan if you cannot spend your Target Spend amount.</p>","icon":10729,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10729","groups":[86],"key":""},{"id":"317","name":"Emailed request","descriptionHtml":"","callToAction":"Emailed request","introHtml":"<p>Request received from your email support channel.</p>","icon":10527,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10527","groups":[],"key":""},{"id":"334","name":"Enhanced Fund Page","descriptionHtml":"","callToAction":"Enhanced Fund Page","introHtml":"<p>Request an Enhanced Fund Page for your giving site.</p>","icon":10550,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10550","groups":[],"key":""},{"id":"397","name":"IUFGA Questions","descriptionHtml":"","callToAction":"IUFGA Questions","introHtml":"<p>This Request Type is used to distinguish which emails were sent to iufga@iu.edu</p>","icon":10527,"iconUrl":"https://iuadvancement.atlassian.net/rest/servicedeskapi/requesttype/icon/type/SD_REQTYPE/id/10527","groups":[],"key":""}],"reqGroups":[{"id":86,"name":"General"}],"orderMapping":{"86":[316,396,395,400,401]},"kbs":{"kbEnabled":false,"serviceDeskId":-1},"createPermission":true,"portalAnnouncement":{"portalId":37,"canEditAnnouncement":false,"canAdministerProject":false,"portalProjectKey":"IUFACCT","userLanguageHeader":"","userLanguageMessageWiki":"","defaultLanguageHeader":"","defaultLanguageMessage":"","defaultLanguageDisplayName":"English (United States)","isUsingLanguageSupport":false,"translations":{}},"canViewCreateRequestForm":true,"isProjectSimplified":false,"mediaApiUploadInformation":{"token":"eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiIwYjg0NTg3OC1kNDVlLTRhOTgtYWQ5ZC03M2E2OWFmMjRhMGQiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTp1cGxvYWQ6KiI6WyJyZWFkIiwiY3JlYXRlIiwidXBkYXRlIl0sInVybjpmaWxlc3RvcmU6Y2h1bms6KiI6WyJyZWFkIiwiY3JlYXRlIl0sInVybjpmaWxlc3RvcmU6Y29sbGVjdGlvbjp1cGxvYWQtcHJvamVjdC0xMDA5MyI6WyJyZWFkIiwiY3JlYXRlIiwidXBkYXRlIl19LCJleHAiOjE3NjU1NzY5MDAsIm5iZiI6MTc2NTU3NTcwMCwiYW5vbklkIjoiYW5vbi11c2VyIn0.p4hQ-edq53uxgvkMMDpzIg-rKkZlC34qfdgpEUJBtnM","targetCollection":"upload-project-10093","endpointUrl":"https://api.media.atlassian.com","clientId":"0b845878-d45e-4a98-ad9d-73a69af24a0d","tokenDurationInMins":20}},"sharedPortal":{"name":"Advancement Help Center","description":"<p>Welcome to the help center - we're here to help! Raise a request from the options provided.</p>","kbs":{"kbEnabled":false,"kbLinkDomainURLs":[]}},"portalWebFragments":{"headerPanels":[],"subheaderPanels":[],"footerPanels":[],"pagePanels":{"propertyPanels":[],"legacyPropertyPanels":[]}}}
{"headless":false,"wacLink":"https://www.atlassian.com/software/jira/service-desk/powered-by?utm_medium=jira-in-product&utm_source=jira_service_desk_portal_footer&utm_content=iuadvancement","serviceDeskVersion":"3.3.0-OD","contextPath":"","xsrfToken":"b2a968384dea38ce91db3ef0897798845163093a_lout","baseUrl":"https://iuadvancement.atlassian.net/servicedesk/customer","relativeBaseUrl":"/servicedesk/customer","jiraDisplayUrl":"https://iuadvancement.atlassian.net","onDemand":true,"mediaApiExternalUrl":"https://api.media.atlassian.com","mediaApiAppClientId":"0b845878-d45e-4a98-ad9d-73a69af24a0d","fabricEmojiUrl":"/gateway/api","helpCenterType":"BASIC","traceId":"79ba86093896490bbc2aa91704ade443","siteDefaultLanguageTag":"en-US","featuredValues":{"multiHelpCenterEnabled":true,"hcAIAnswersEnabled":false,"jsmAiConfigEnabled":true,"helpCenterCustomizationEnabled":true},"helpCenterHomePageSlug":"portals","customerAccountAvailabilty":"JSM_AND_JCS","baseUrlCSM":"https://iuadvancement.atlassian.net","edition":"premium","anonymousEnabled":true,"requestIntroEnabled":true}