Gift & Endowment Reporting

Cal Answers Financials partnered with University Development and Alumni Relations (UDAR) to develop the Gift & Endowment Reporting dashboard, originally released on November 20, 2017. The Gift & Endowment Reporting dashboard is an enhancement of the gift and endowment data currently available in BAIRS. It is intended to help units understand what gift and endowment funds they have available and how they can use those funds. The enhancements in Cal Answers include the ability to:

  • Search for funds administered by your department and review the whole-fund balances across campus.
  • Reconcile transfers from the Foundation ledger by month for funds with activity in both Foundation and campus ledgers, with the Foundation and campus ledger balances displayed next to each other.
  • Review key Cal Advancement Data System (CADS) data for gifts and endowments.

Gift & Endowment Reporting Tabs

Gift/Endowment Terms and Balances

This tab enables you to answer the question, "What are my available gifts and how can I use them?".

Current-Use Reconciliation

This tab enables you to answer the question, "Did my unit get the transfer I am expecting from Foundation, and does the amount make sense?".

Foundation Funds

This tab enables you to answer the question, "What is going on in the Foundation ledger?".

Gifts in Suspense Accounting

This tab enables you to answer the question, "What gifts am I expecting that haven't been processed yet?".

Training Materials

Gift & Endowment Reporting