Revised 7/27/2012 AAC
PROJECT FORM
Page 1 of 2
Request Details
Date:
Request Type:
New Project
Revision or Update of Existing project (provide detailed explanation in box below)
Project ID:
Fund/ Investment Type:
Endowment*
Special Purpose
Endowed Scholarship*
Unrestricted
Un-endowed Scholarship*
Department Fund
Charitable Insurance
Gift In Kind
Deans Fund
Other
*Endowed funds and all scholarships require a Donor Gift Agreement signed by the VP of Development and the College or Units Director of
Development. Forms received without the appropriate agreement will remain pending until agreement is received.
Project Details
Project Name:
College:
Department:
Department #:
Project Contact:
Phone:
Campus Address:
Email:
Financial Edge Access:
Enter Name and Financial Edge User Id for all individuals that require access to the project.
Donor Reporting (Endowments/Scholarships)
Donor Contact:
Reporting Contact:
Name:
Name:
Address:
Address:
Contributions, Expenditures, and Fund Purpose
Date of first contribution:
Is there a Pledge?
Yes
No If yes, attach documentation
Describe Projects intended use.
Describe Annual fundraising plan. Include expected contributions.
Type of Expenditures: (Choose All that apply)
Scholarships
Equipment
Salary & Fringe
Supplies
Meeting Expenses
Travel
GSU Grants & Contracts Spectrum Expenses (Complete the GSU Grants & Contracts Sponsored project form to establish a
corresponding project budget and code.
Other
Submit to: 1 Park Place South, Suite 533, P.O Box 3963, Atlanta Georgia 30302-3963 (404)-413-3402
Revised 7/27/2012 AAC
PROJECT FORM
Page 2 of 2
College Approvals
Requestor:
Print
Signature
Date
Print
Signature
Date
Print
Signature
Date
Chair/Director:
Dean/Vice President:
FOUNDATION USE ONLY
Reviewed by:
Print
Signature
Date
Signature
Date
Approved by: (AVP & CFO or Controller)
Print
Financial Edge Attributes
Assigned FE Project #:
Revised Project Name:
FASB:
Unrestricted
Temporarily Restricted
Permanently Restricted
Project Type:
Giving
Ledger
Gift in Kind
Giving/Bequest
Membership
Charitable Insurance
Investment
Margin of Excellence (MOE)
Action Items:
Funding Expiration
Special Reporting
BOR Approval
Academic Purpose:
Chair
Scholarship
Eminent Scholar
Faculty Award
Other_______________
Other_________________
Professorship
Raiser’s Edge Attributes
Assigned RE Project #: Operating
Endowment
Check List
Date
Completed
Completed By
Foundation Action
Review FE to ensure that project or similar project does not exist. Review findings
with Controller prior to submission for approval.
Submit for approval by AVP of Development for Finance & Operations or Controller
Establish new project ID in FE with above attributes.
Add purpose note and funding note to project.
Establish Project Code in Raisers Edge for Operating Account and Endowment Account
if applicable.
Record Pledge in FE and RE if applicable.
Department Admin creates Project ID hard copy file.
Scan and attach request form and all supporting documents to O: drive to the Media
tab and label per naming conventions.
Original Donor Gift agreements and Will stored in fireproof safe.
New project id information communicated to Requestor and all individuals listed as
contacts on the project request.
Submit to: 1 Park Place South, Suite 533, P.O Box 3963, Atlanta Georgia 30302-3963 (404)-413-3402