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Interfund transfer request Through your donor advised fund, you may make contributions to other donor advised funds, Impact Funds or organizational endowments. Donor/fund advisor information Fund
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How to fill out inter-fund transfer request

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How to fill out inter-fund transfer request

01
Obtain the inter-fund transfer request form from the finance department.
02
Fill out the form with the necessary information including the amount to be transferred, source fund, destination fund, and reason for the transfer.
03
Obtain the required approvals from the authorized personnel.
04
Submit the completed form to the finance department for processing.

Who needs inter-fund transfer request?

01
Any department or individual within an organization that needs to transfer funds from one account to another would need to fill out an inter-fund transfer request.
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An inter-fund transfer request is a formal request to move money from one fund to another within an organization.
Any individual or department within an organization who needs to transfer funds between different funds.
To fill out an inter-fund transfer request, one must include details such as the amount to be transferred, the from and to fund names, and any necessary justifications.
The purpose of an inter-fund transfer request is to ensure proper tracking and documentation of money movement between funds.
Information such as the amount, fund names, justifications, and any approvals must be reported on an inter-fund transfer request.
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