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Updated 11/6/24

The Fund Activity Report now includes bill credit activity in the expense general ledger accounts (Payments to or for the University).

Special Handling Codes (Special Handling) are now visible on the Financial Info tab in the Overview Section.
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Updated: 9/9/24

Annual acknowledgement of WFAA's Data Disclosure and Confidentiality Policy (DDCP) is required to maintain access to the GFM website.

The next time you log-in to GFM on or after August 28, you will be prompted to acknowledge this policy. This action will only need to be taken once per acknowledgement period. Until you complete this step, you will not be able to access GFM.

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The Fund Activity Report is currently not reflecting bill credit activity in the expense general ledger accounts (Payments to or for the University).  When a disbursement is requested, it is entered into the system as a “bill” to be paid. If that bill is reversed, that transaction is currently not being displayed in GFM.  The volume of impacted funds missing this activity is very low.  We expect to have this fixed soon.  Please reach out to Finance via a help center ticket for any questions regarding the detail in the Fund Activity Report.

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The quarter close process for Q4 FY24 is complete. Updates to the Endowment Book Value, Cumulative Fund Value Adjustment and Total Endowment Market Value accounts (values current as of 6/30/2024).

Gift entry in 4WARD is complete through October 2024.

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The following fields have been added to the DAR:
8/28/24: Formal Addressee and Formal Salutation fields
6/5/2024:
Account Number (AN) was added with a hyperlink back to 4WARD for easier navigation and visibility.
Originating Gift Date was added and will display a date only if it differs from the Transaction Date. This addition helps identify gifts that may have been reallocated and identity the true date the gift was received.

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The Fund Activity Report is now inclusive of all general ledger accounts that have activity in a chosen fund. With our new FAST ERP system certain entries (for contributions and disbursements) that impact the cash accounts are system generated and will not have any information populated in the Transaction Description Field. These system generated entries may also be aggregate of several transactions and will always be dated as of the last day of the month. To view the transactional details for individual contributions and disbursements, please scroll down in the report to these respective accounts.
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Terms of Use

By logging onto this site, I agree to the following:

Wisconsin Foundation & Alumni Association (WFAA), is committed to the ethical, secure collection and use of donor and alumni information. All constituent information managed by or accessed on behalf of WFAA is confidential, and is to be used only for the legitimate business and stated mission and in the course of a work assignment for the University. Unauthorized use of this information is prohibited.

Constituent information may not be used for personal benefit or personal purposes. Prohibited uses include, but are not limited to, any personal, political, religious, or commercial use, as well as any use not directly tied to the business and mission of the University of Wisconsin-Madison.

Information pertaining to donors or prospective donors is not to be used to construct honor rolls, solicitation lists, or other mailing lists, or to engage in other fund raising activities.

Constituent information may only be accessed and used under secure conditions by authorized users. Passwords, logins, and other access privileges may only be used by the person to whom they were granted, in the course of his or her job duties.

Any violation of this policy and agreement must be reported immediately to one's own supervisor/program manager, or leadership responsible for data confidentiality and integrity. Any negligent or intentional violation of this policy is a serious violation and constitutes grounds for disciplinary action, which may take the form of immediate dismissal from employment by WFAA or University, or other personnel or legal action.

For questions or further information please contact our offices at (608) 263-4545 or uwf@supportuw.org.

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