Advancement Operations

Fiscal year-end processing deadlines and info

Western’s fiscal year end is April 30, 2017. To assist in completing all financial fiscal year-end requirements, we are providing you with the important dates to assist you in meeting all deadlines.

Please forward all gifts and pledges to our attention as soon as possible over the course of this month. If any gift/pledge submissions require new account setups, clearly mark “New account setup” and forward to our attention immediately to ensure all appropriate steps on the financial side can be completed in a timely manner. 

To ensure there are no missed deadlines due to Campus Mail, we recommend hand delivery of gifts/pledges to our office during the last few days leading up to Friday, April 28, 2017.

A Remittal Form must accompany all gifts and pledges submitted to Alumni & Gift Services.  Please review for accuracy and completeness. Remittal forms can be found on the Advancement Services webpage.

Flexibility of this deadline is not possible - April 30 is a hard close. Deadlines must be met to ensure we are completing our processes and adhering to the deadlines imposed upon us by central Financial Services.

Pledges:

All new pledges (no payment attached) must be received no later than 1 p.m. on Friday, April 28. 

All new pledges accompanied by payments must be received no later than 1 p.m. on Thursday, April 27. 

Credit Card Payments:

All manual credit card payments must be received no later than 1 p.m. on Thursday, April 27. The last day to process manual credit card payments is Thursday, April 27. A reminder that credit card information should not be sent via campus mail, emailed or left on voicemail for PCI compliance. Credit card information should be hand delivered, called in and provided to a live person or faxed to the secure fax x84182. 

Online Credit Card Payments:

All online credit card donations received by 4:00 p.m. on Friday, April 28 will be posted in the 16/17 fiscal year.  Online gifts received after 4:00 p.m. on April 28 will be booked in 17/18 fiscal year.

One Time Gifts (Cash and Cheque):

All one-time gifts by cheque or cash must be received no later than 1pm on Friday, April 28.

Securities:

Securities received into Western’s brokerage account up to 4:00 p.m. on April 28 will be included in the current fiscal year. Securities received into Western’s Brokerage account after April 28 will be counted in FY17/18.

We would like to thank you in advance for your attention to these important dates and deadlines. If you have any questions please do not hesitate to contact me at jburchil@uwo.ca or x85321.

Thank you.