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UPDATE 11.15.23

Our teams have been working to update the Gift & Fund Management Website, and associated forms and reports, to align with our new 4WARD CRM and FAST financial system. ABE CRM is “read only” with data as of 9/5/23.

THE PLEDGE BALANCE REPORT WILL CONTINUE TO REFLECT AUGUST DATA UNTIL 12/6.

On 11/15 the Donor Acknowledgement and Chancellor Acknowledgement Reports began surfacing updated data. Due to an issue with Addressee and Salutation fields, please review 4WARD or use the First and Last Names in the file instead.

On 10/13, the Donor Revenue Report began surfacing updated gift data, and on 11/7 the Fund Stewardship Report began surfacing updated data. The following forms reflect new system terminology: Fund Closure Request, Gift Transfer Request, Gift & Special Deposit Request, Reinvestment Request, Maintain Site Contacts, New Fund Request.

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, contribution and disbursements transactional details are no longer viewable as individual line items in the cash accounts, but can now be viewed in the corresponding revenue and expense general ledger accounts.
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The 4th quarter of fiscal year 2023 is closed. Fiscal Year 2024 1st quarter close will be a few weeks delayed.

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Gift entry in 4WARD is complete through October 2023 has been entered. Note that July-October are not officially closed, as Finance continues to work through reconciliation.

Wisconsin Foundation & Alumni Association

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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