The University of Toledo

Foundation Reports

Financial Reporting

Fund managers can view the activity in the funds they manage by using the Agresso Web Reporting Services located at http://dcutf04/agprod/default.aspx.  Instructions for using this reporting service can be found here.   

The Agresso Web Reporting Service is available to anyone on campus with a demonstrated need to view fund information.   You must request access to this service using the Agresso online access request form.

The Foundation will no longer be producing weekly income and disbursement reports, as well as monthly activity reports. These have been replaced by a more comprehensive report with full drill-down capability.

When new funds are established, fund administrators and authorized signers should be listed on all account control sheets. Changes in authorized signers must be made, in writing, by one of the fund’s two previous authorized signers.

Individuals other than the fund manager who are associated with a fund may also request to receive reports.  Please complete the Foundation financial reporting form at http://give2ut.utoledo.edu/fundrep.asp.

 

Donor Reporting, Emails and Mailing Lists

Gift and pledge detail information is available from ONE, the Foundation Donor Management system.  A detail report can be emailed to you daily or weekly. Please use the same form to request donor gift and pledge information:  http://give2ut.utoledo.edu/fundrep.asp

Emails can be sent by the Foundation using our Rel@y email system.  This system allows us to personalize and customize emails to our alumni, donors and other friends.  Please contact us for more information utfoundation@utoledo.edu.

Requests for mailing lists or emails to be sent to our constituents should be made via our reporting request form. http://give2ut.utoledo.edu/reqform.asp  Plan ahead!  Please allow 2 weeks for completion of your request.