Your Guide to Working with the Student Organization Finance Office
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Meet Edo, Director of Finance for the Student Organization Finance Office (SOFO)!
The Student Organization Finance Office (SOFO) provides financial support to ensure the success of Georgia Tech’s student-led organizations. SOFO supports student organizations by assisting them with their financial management needs.
The Student Organization Finance Office (SOFO) provides financial support to ensure the success of Georgia Tech’s student-led organizations. SOFO serves as the student groups’ on-campus bookkeeper by effectively managing collected dues, fundraising, and expenditures as well as travel planning, expenses, and reimbursements. SOFO's primary functions are to disperse funds for student organizations and to assist with the fiscal management of the following accounts:
- SGA Budget, SGA Bill Allocations
- Custodial Funds
- Georgia Tech Foundation Funds
- Parents Fund for Student Life & Leadership
Each Registered Student Organization is assigned an accountant within the Student Organization Finance Officer. SOFO accountants serve as your RSO's on-campus bookkeeper by effectively managing collected dues, fundraising, and expenditures as well as travel planning, expenses, and reimbursements.
The SOFO staff are available to meet with students remotely via phone or Zoom. Walk-in hours are from 2 - 4 p.m., Monday-Friday. To virtually meet your SOFO accountant during walk-in hours, please visit the SOFO website.
Choose your organization's appropriate SOFO contact person from the list below based on your Organization Name. Do not consider GT or Yellow Jacket; and for sport club just consider the sport name.
My RSO name begins with A - K
Your assigned SOFO accountant is Carlton O'Neal (carlton.oneal@studentlife.gatech.edu).
My RSO name begins with L - Ra
Your assigned SOFO accountant is Shana Wiltshire (swiltshire6@gatech.edu).
My RSO name begins with Re - So
Your assigned SOFO accountant is Youline Jean-Philippe (youline.jean-philippe@gatech.edu).
My RSO name begins with Sol - Z
Your assigned SOFO accountant is Kiara Lockhart (kiara.lockhart@studentlife.gatech.edu).
Open an On-Campus Bank Account!
RSOs have the option to open an on-campus bank account through the Student Organization Finance Office. There are two kinds of accounts that you can open: Custodial and Foundation. These accounts each serve separate purposes. Here's how to open an on-campus account:
Make sure that your organization's information is updated in Engage and that you are in good standing with the Office of Student Engagement.
Submit your request via email to the proper SOFO staff member - including your organization's name (to be used as the account name), and include contact information (name, phone number, email address) of your President and Treasurer.
For Foundation accounts, the organization will need to include an explanation of how the funds will be used. A donation (check or cash) of any size is also needed to establish the account with the contact information of the donor included (make sure the check is written to Georgia Tech Foundation with your organizations' name on the memo line).
Normal processing time is 5-7 business days. You will be contacted via email once the requested account has been established.
Custodial & Foundation Accounts
Funds that organizations collect from membership dues, ticket or fund-raising sales, etc, can be deposited into an organization's CUSTODIAL ACCOUNT. Funds received from Institute sponsorships or corporate and private donations will be deposited to the student organization's GT FOUNDATION ACCOUNT to ensure gift receipts are issued. Note: The account balances at the end of each fiscal year (June 30) will carry forward to the next fiscal year.
SGA Accounts
Funds received from SGA Budget and Bills Allocations will be transferred into an organization's SGA account through Georgia Tech's One Budget System (IBS). Disbursement for the line items that were allocated in the budget or bills will be drawn from this account and must be approved by SOFO staff. Note: Unspent/surplus funds at the end of the fiscal year (June 30th) will transfer back to SGA's main operation account.