Corporate & Foundation Relations


CFR Toolkit

Do you want to learn a little more about the tools used in CFR work? Need a refresher on how best to use the tools of the trade? Are you in a role where CFR is not your main job function but you are sometimes asked to support faculty members’ interactions with corporations, foundations and other organizational funders? This half-day workshop is for you! We will go over:

  • GIMs (the grant information memoranda that govern UW sponsored projects)
  • EDW (the UW’s electronic data warehouse)
  • UW publications: what’s out there and how you might use them for CFR work (e.g., the UW Office of Research annual report, UW and UW Foundation financials, etc.)
  • GrantTracker
  • UW vs. UW Foundation

Audience: newer CFR staff, those who want a refresher and Advancement staff

Next workshop: December 11, 2019, 9 a.m. – 12 p.m.

Registration if full. Please email Carolyn Smith,, if you wish to join the wait list and be first in line for future sessions.

CFR Essentials

In this workshop, subject matter experts will provide an overview of the processes and systems that are essential to CFR work, including:

  • The difference between gifts, grants and contracts
  • Intellectual property and confidential disclosure agreements
  • The lifecycle of a sponsored project, including the roles of the Office of Sponsored Programs and the Grant & Contract Accounting function
  • The gift assessment and how it applies to organizations

Audience: all CFR staff and those involved in CFR work

When: May 5, 2020, all day. Session times to be announced.

Where: HUB 250