New Restricted Fund Request Form

New Gift Request

Please complete this form to request a new Gift with supporting donor documentation attached. Once approved, the request will be submitted to Finance. A New Gift Notification Form will be sent by the Gift Administration team to the Gift Manager/Gift Financial Analyst named in this request form with a cc to other stakeholders once the Gift has been established.
All fields are required.

A minimum of $10,000 is required to set up a new Gift. 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 Gift. New Gift Managers must complete the required training Workday 301: Beyond People Managers (Workday Learning for Cost Center, Gift, ad Project Managers module) before they are able to be listed as the Gift Manager. Access should be requested vie ServiceNow.
Requestor's Name:

First NameLast Name
Requested New Gift Name
This is the public name of the fund.
Gift Name
Limited to 38 characters
Gift Type
Hospital Division
Department within Division
e.g. Hematology, Immunology
Gift Purpose (as outlined in gift agreement or donor documentation)
For the below roles, please indicate the faculty/staff member who will manage the gift. Please note that the Gift Manager cannot donate to the Gift themselves per the Organizational Conflict of Interest and Gift Acceptance Policy.
Gift Manager - Primary manager for assigned gifts. Access to gift spend analytics. Approval authority for financial business processes.

First NameLast Name
Gift Financial Analyst - Perform financial reporting functions for assigned gifts. Examples include the trial balance, financial statements, and spend analytics. No approval authority.

First NameLast Name
Gift Type
Is the Gift available for capital projects?
Is the Gift available to fund FTEs?
Is the Gift fully for uncompensated care?
File Upload

Cancelof
Should be Empty:

New Gift Request

All fields are required.