New Restricted Fund Request Form

New Fund Request

Please complete this form to request a new Special Purpose Fund (SPF) or Endowment with supporting donor documentation attached. Once approved, the request will be submitted to Finance. A New SPF and Endowment Notification Form will be sent by the Gift Administration team to the Fund Administrator/Principal Investigator named in this request form with a cc to other stakeholders once the fund has been established.
All fields are required.

A minimum of $10,000 is required to set up a new SPF. Some exceptions may apply; please contact John Loughner, Vice President of Systems & Data Integrity, at jloughner@childrensnational.org. As the requestor, you are responsible for working with your faculty member, Foundation colleague(s) and the donor to secure appropriate documentation to justify the new fund. Approvers need to be requested via the Hospital intranet: Applications & Tools / Bear Resources General Access Requests / Requisition - NPO SPF Approver. Approvers must also have PeopleSoft Approval security access.
Requestor's Name:*

First NameLast Name
Requested New Fund Name*
This is the public name of the fund.
PeopleSoft Fund Name*
Limited to 38 characters
Fund Type*

SPFEndowment
Is an SPF income account needed, if so at what level?
Hospital Division*
Department within Division*
e.g. Hematology, Immunology
Fund Purpose (as outlined in gift agreement or donor documentation)*
For the below workflow, please indicate the faculty/staff member who will manage the fund. Please note that the principal investigator cannot donate to the fund themselves per the Organizational Conflict of Interest and Gift Acceptance Policy.
Principal Investigator*

First NameLast Name
Financial Coordinator*

First NameLast Name
Manager up to $10K*

First NameLast Name
Director up to $50K*

First NameLast Name
VP up to $300K*

First NameLast Name
EVP up to $10M*

First NameLast Name
Fund Type*
Is the fund available for capital projects?*

YesNo
Is the fund available to fund FTEs?*

YesNo
Is the fund fully for uncompensated care?*

YesNo
File Upload

Cancelof
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New Fund Request

All fields are required.