All funds across all cycles — open a fund to manage its Donor Portal or criteria
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Dashboard
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Active Cycles
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Funds in Review
Under evaluation this cycle
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Funds Selected
Awards confirmed for disbursement
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Awaiting Criteria
Criteria not yet confirmed
Action needed
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Active Cycles
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Compliance Monitor
Load a cycle to see compliance status.
Funds
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Action Items
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Important Dates
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Announcements
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Post an internal note for fund administrators, development officers, or stewardship users.
Fund Cycles
Manage import cycles and fund pools
Create New Cycle
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Cycle
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Funds
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Students
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Criteria Confirmed
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Funds Selected
Import Data
Claude AI
Upload any spreadsheet (xlsx, csv) or a zip of compliance reports. Claude reads the file, identifies what type of data it contains, and maps your columns to the right fields in the app automatically.
Column Mapping
Your Column
Maps to App Field
Sync Fund Balances from BI Dashboard
Power BI · reportview.tennessee.edu
Automatically log in to the Gift & Endowment Financials dashboard and pull the latest available balances into this cycle. Chrome will open — log in normally (including any MFA prompt) if not already authenticated.
Funds
Load data to see funds
Applicant Portal
Public application form for this award cycle
Custom Questions
You have unsaved changes
Applications
Enable the portal to start receiving applications.
Fund
Fund Summary
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Compliance
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Eligibility Criteria
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Scholarship Matching
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Stewardship
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Donor Relationship
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Documents & Identifiers
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Available Balance
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Compliance
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Criteria
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Stewardship
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Donor Portal
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Next Action
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Source Document
No DRM document criteria imported for this fund.
Key Eligibility Excerpt
Eligibility Criteria
Core Eligibility
Student Requirements
Use Restrictions
Preferences & Notes
Account Balances
Load a cycle and open a fund to see financial data.
Year-to-Date Activity
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Market Value & Principal History
No financial history imported. Import BI Dashboard data to populate this section.
Spending Plan
Annual expenditure planning and approval workflow
Financial Summary
Planned Expenses
No expenses added.
Projected Ending Balance
Reviewer Notes
Spending Plan History
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Past Beneficiaries
Historical fund payments (ERP/SIS)
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Run matching to see candidates
Fund Story
A narrative shown at the top of the donor's portal page — describe the fund's history, who it honors, and its impact.
Donor Portal
Not yet published
Disabled
Allow donors to view their fund's impact at a shareable link.
/portal/
Lowercase letters, numbers, hyphens only. Used in the shareable portal URL.
Populate the app with realistic fictional data to showcase all features. Safe to run once — will error if data already exists.
Change My Password
My Account
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Audit Trail
System-wide activity log — every significant action recorded with actor, timestamp, and context
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Criteria Lookup
Fetch endowment fund criteria from your institution's Document Record Management (DRM) system ·
Auto-Lookup All Funds
Automatically fetch documents from your DRM system for every fund loaded in the current cycle that doesn't yet have criteria text. Runs in the background — you can navigate away.
Search Criteria Keywords
Search across all funds whose criteria have been pulled from your DRM system. Type any keyword — county, major, GPA, etc. — and matching funds will appear below.
Manual DRM Lookup
Enter a fund account number. lnkT will query your DRM system and
download the fund agreement PDF. The first lookup takes ~30–90 seconds due to
login time; subsequent lookups reuse the session and are faster.
Fund Purpose
Restrictions
Eligibility Requirements
Reinvestment Limits
Raw extracted text
Save to lnkT
Attach this raw criteria text to an existing fund record so it can be processed through the normal Extract → Confirm → Match workflow.
New Fund
Compliance Monitor
Fund compliance status and exception tracking
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Total Funds
In the current cycle
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In Compliance
Meeting all requirements
View →
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Exceptions
Require immediate remediation
Urgent
Review →
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Pending Review
Spending plan submitted
Review Plans →
Status Distribution
In Compliance
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Excess Accumulation
0
Underspending
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Spending Plan Pending
0
Zero Expenditure
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Negative Balance
0
Filter Funds
Fund Exceptions & Status
Select a cycle to load compliance data.
Compliance Thresholds
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Evaluation History
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Fund Insight Email Recipients
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Email Delivery Log
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UPMIFA Underwater Fund Report
Endowment funds where market value has fallen below original gift value
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Endowments Reviewed
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Underwater Funds
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Total Deficit
Click "Load Report" to see underwater funds.
Gift Agreements
Track donor gift agreements from DO drafting through foundation submission
🤝
No gift agreements yet
Development officers can create agreements here to track donor gift arrangements through to foundation submission.
Grant Management
Track grant opportunities from prospecting through reporting
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Prospecting
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Active / In Review
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Awarded
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Total Awarded Value
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New Grant
Grant
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Stage
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Amount
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LOI Deadline
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Proposal Deadline
Details
Type—
Grant Period—
Contact—
Link—
Reporting Deadlines
No reporting deadlines set.
Notes
Notes Log
No history.
Activity
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✦ AI Letter Draft
DRAFT
Add Question
Scholarship Matching
Match students to eligible funds using confirmed criteria
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Total Funds
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Ready to Match
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Matches Found
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Criteria Missing
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AI Fund Uses
Find current opportunities at Your Organization that match a fund's restrictions — awards, fellowships, programs, and more
Find Uses with AI
Claude + Web Search
Select any fund to have Claude search the web for current opportunities at Your Organization — awards, research, fellowships, faculty support, student programs, and more — filtered to match the fund's restrictions.
Student Applicants
Browse or upload applicants for the selected cycle
Select a cycle to load applicants.
Step 1 — Choose file (CSV or Excel)
Step 2 — Confirm column mapping (AI-suggested)
Claude has suggested how each uploaded column maps to a lnkT field. Adjust any incorrect mappings before importing.
Batch Upload Spending Plans
CSV format: one row per fund. Required columns:
erp_fund_id,
fiscal_year.
Optional: beginning_balance,
distributions,
contributions.
Dollar signs and commas in numbers are fine. Approved plans will not be overwritten.
Row
ERP Fund ID
Fund Name
Result
Detail
Important Dates
Key deadlines, milestones, and cycle dates
New Important Date
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Reports & Stewardship
Generate donor impact reports, stewardship letters, and browse past beneficiaries
Select Funds
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Selected Funds
No funds selected.
Generated Reports
Report History
Click Refresh to load saved report history.
Fund & Donor
Financial Summary
Impact Narrative
Generated Letter
Fill in fund details and click Generate.
Recent Letters
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Records Found
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Unique Students
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Total Amount
Enter a fund name, account number, or student ID above to search beneficiary records.
Fund Name
UTF Gift Fund
Endowment Fund
Student ID
Aid Year
College
Amount
Level
Link
New Narrative Request
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Donor Search
Find funds by donor name across all cycles
Results
Enter a donor name above to search across all funds.
Sign in to BI System
Your credentials are sent directly to the BI server and never stored.