JulieLooper

Discussions

Using third party to obtain financial information
Currently on our UA application we ask students to provide their financial information, as reported on their last tax form, either as a dependent reporting their parents information, or as an independent reporting their own financial information. We have been considering using the third party option to have parents…
Submitting grants to board for approval
Our board allows staff to approve grants $5,000 or below as long as due diligence has been completed. Our grant committee approves anything above $5,000 via DocuSign. We currently submit an exhaustive list of all grants processed from donor advised funds, designated funds, scholarships, expense to fund, etc., regardless of…