Where do we go to see what the donor intent restrictions on our gift or endowment income funds are?
A. There are a couple of places that donor intent restrictions are tracked. One place is in Banner. If you go to the FTMFATA screen in Banner, you can enter the chart and fund number of your gift or endowment income fund, and then click on “Next Block”. The first four entries (i.e., the Donor Intent Function, the Donor Intent Flag Field, the Donor Intent Objective, and the Donor Intent Organizational Unit) show you the donor intent code restrictions assigned to your gift fund in Banner. These are simply general guidelines, but this will give you a good start. If you have questions on this, call UAFR at (217) 333-4568. For a more detailed description of the specific donor intent restrictions assigned to a gift or endowment income fund, visit the Foundation’s website (see http://online.uif.uillinois.edu ) and search on either the Banner or UIF fund you are researching. From this website, you can see detailed documents that give specific information on the fund’s restrictions. This websit
