CU Fund Manager Resources

This site is maintained by the CU Foundation to provide a central place for CU fund managers to find information and help related to gift funds (34). If you have questions or need help, email or

Updates: CU Foundation fund reports are changing on May 30.

Learn about the important details that fund managers should understand.

Endowment Distribution Updates

On February 23, 2023, the CU Foundation offered a training on using the Annual Distribution Report that is now live and available on the Advancement Intelligence (AI) platform and can be located at CU-Data.

If you missed the training, you watch it now in a link on this page.

Your FY24 distribution information for your program is now available and can be located on the Annual Distribution Report. Those funds will be made available for expenditures on July 1, 2023.

Read these brief documents for more information:

If you experience issues downloading files, please try another browser (Chrome has proven to be best). You can also contact CU Foundation Accounting at to request the files be sent to you.

CU Foundation Accounting Request Forms

Distribution Exception Request Form

Quasi Endowment Liquidation Request Form

Transfer Request Form

Credit Card Terminal Request Form

CU Data/Advancement Intelligence (AI) Reports - Links and Trainings

Allocation/Fund Search Recorded Training – 08.18.20
watch :: Video

Annual Distribution Report Training – 02.23.23
watch :: Video

Gift Fund Statement & Endowment Summary Recorded Training – 09.10.20
watch :: Video

Custom Compilation Recorded Training – 10.09.20
watch :: Video

New and Updated Accounting Reports Recorded Training – 04.22.21
watch :: Video

AI Reporting FAQ – 02.09.21
download :: PDF

Fund Purpose Report Training Webinar – 04.09.2020
watch :: Video

Fund Purpose Report Guide and Glossary – 11.20.23
download :: PDF

CU Foundation Gift Fund Compliance

Gift Fund Compliance Training Webinar – 07.09.20
download :: PDF

Compliance FAQ – 06.12.20
download :: PDF

Grants FAQ – 11.30.23
download :: PDF

CUF_CFR Process and Procedures – 01.01.22
download :: PDF

CU Foundation Gift Fund Management

To request a new gift fund, make a change to or activate/inactive an existing gift fund housed at the Foundation, please work with your respective Advancement contact.

If you do not know your Advancement liaison, please start here:

You can also view our Gift Fund Setup FAQ or contact CU Foundation compliance at for help.

CU Lookup Codes

Campus, School, Department and Division Codes – 06.12.19
download :: Microsoft Excel

Purpose Codes for Linking to University Speedtypes – 09.12.12
download :: Microsoft Word