Administrator Training: Understanding and Administering Your Foundation Accounts

What are the different types of accounts maintained at the USM Foundation? What are the requirements for setting up a new account? How does a new administrator or authorized signer get assigned to an account? What are the administrator’s responsibilities for managing their accounts?

Other upcoming sessions in this remote training series include:

July 16: Spendable Income and Spendable Income Carryover Calculations

August 20: Grant Administration

September 17: Endowment Earning and Fee Allocations

October 15: Disbursement Policies

November 19: Revenue Policies & Procedures

December 17: Responsibilities of the USM Foundation Board of Directors

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