For Administrators & Clients

Welcome! 

On these pages, you will find our administrative Policies & Procedures, Business Forms & Agreements, and the Disbursement Request Form for all of our account administrators. You will also find a guide to Using Dashboard and an archive of all our editions of the Monthly Ledger, our monthly newsletter for campus administrators.

If you have any questions, please contact us through our support form. If there is a specific person you wish to reach, please visit our Business Services Staff directory page for contact information and a description of each of our staff member's roles. 

UPCOMING HOLIDAYS AND YEAR END REMINDERS

The Foundation Offices will be closed for the Thanksgiving Holiday on November 23rd and 24th. No checks will be processed on Monday, November 27th. 

The Foundation Offices will also be closed from December 25th through January 1st for Winter Break. The first check run of the new year will be Monday, January 8th. We will have a skeleton staff available in the business office from December 26th through December 29th to assist with any year-end issues. Contact Bill Wojcik at 301-445-1922 or send an e-mail to usmf-business-support@usmd.edu if you need something addressed during that week.

Finally, just a reminder that if you have donors who are contemplating making a stock gift before year-end it would be best if they can initiate that transfer before the final week. And remember, mutual fund transfers are not the same as stock transfers. A mutual fund transfer can take weeks to process so we cannot guarantee  that a mutual fund transfer initiated after the first week of December will get completed by year-end.

Our Vision

Our vision is to attract broad resources that transform the USM and its institutions, create a network of advocates to embrace the USM’s role as an educator and economic engine, and to grow a long-term, sustainable culture of philanthropy across the University System of Maryland.

Learn More About USMF