In an effort to tailor University of Maryland Foundation training to better suite the needs of our trainees,
we would like feedback from each person planning on to attend the training.
Please look over the list of topics and decide which ones are important to you, and rank each topic on a scale of 1 - 5,
with 5 being most interesting and 1 being the least interesting to you.


5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

5  4  3  2  1 

Completing an Account Agreement

Understanding account statements

Understanding what an account administrator is

Understanding the account number

Completing a Disbursement Request Form

Using a purchase order?

Using the Foundation to administer a grant - Why would I want to?

Using the Foundation to administer a conference / seminar / educational program

Depositing non-gifts

Processing gifts

Distinguishing between an independent contractor and employee

Paying an employee through the Foundation

Accessing endowment spendable income


What topics would you like covered in future training sessions?

Have you attended UMF training sessions before?    Yes  No 
If yes, when?

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