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href="/reference/gift-foundation-accounting/ucsf-foundation-endowed-investment-pool"><i aria-hidden="true" class="fa fa-usd"> </i>Endowed Investment Pool</a></li> <li><a href="http://giving.ucsf.edu/"><i aria-hidden="true" class="fa fa-gift"> </i>Gift Solicitation</a></li> <li><a href="/how-to-guides/gift-foundation-accounting/receiving-booking-spending-gift-endowment-funds">Receiving, Booking, Spending</a></li> </ul> <p> </p> </div> </div> <div class="group-middle "> <h2 id="co-su-support-header">Support Contact</h2> <div class="field field-type-email field-name-field-co-email field-name-field-co-email"> <label>Email</label> <a href="/cdn-cgi/l/email-protection#d08594918297b9b6a491b3b3bfa5bea4b9beb790a5b3a3b6feb5b4a5"><span class="__cf_email__" data-cfemail="a0f5e4e1f2e7c9c6d4e1c3c3cfd5ced4c9cec7e0d5c3d3c68ec5c4d5">[email protected]</span></a> </div> <div class="field field-type-text field-name-field-co-phone-number field-name-field-co-phone-number"> <label>Phone</label> 415.476.3952 </div> <div class="field field-type-text field-name-field-co-fax-number field-name-field-co-fax-number"> <label>Fax</label> 415.476.5083 </div> <div class="field field-type-text field-name-field-co-campus-mail field-name-field-co-campus-mail"> <label>Campus Mail</label> Box 0248 </div> <div class="field field-type-link-field field-name-field-link field-name-field-link"> <a href="https://ucsf.box.com/shared/static/74mne5l34n1tgswy96jj9cx1fm34be3v.pdf">Download Org Chart (PDF)</a> </div>  </div> <div class="group-right "> <h2 style="font-weight:normal">Management Contact</h2> <div class="field field-type-entityreference field-name-field-co-management-contact field-name-field-co-management-contact"> <div class="field-items"> <div class="field-item even">  <article class="node node-ucsf-person " about="/contacts/janet-jones" typeof="sioc:Item foaf:Document"> <a href="/contacts/janet-jones" rel="bookmark">Janet Jones</a> <span property="dc:title" content="Janet Jones" class="rdf-meta element-hidden"></span> <div class="content"> <div class="field field-type-text field-name-field-person-working-title field-name-field-person-working-title"> Controller/ Sr Dir, UCSF Fndn </div> </div> </article> </div> <div class="field-item odd">  <article class="node node-ucsf-person " about="/contacts/joanna-chim" typeof="sioc:Item foaf:Document"> <a href="/contacts/joanna-chim" rel="bookmark">Joanna Chim</a> <span property="dc:title" content="Joanna Chim" class="rdf-meta element-hidden"></span> <div class="content"> <div class="field field-type-text field-name-field-person-working-title field-name-field-person-working-title"> Director, Gift Administration </div> </div> </article> </div> </div> </div> </div> </div> <div class="block block-quicktabs co-quicktabs co-quicktabs-left co-quicktabs-f3 co-block-content-type co-block-no-border clearfix " id="block-quicktabs-co-quicktabs-service-content"> <div id="quicktabs-co_quicktabs_service_content" class="quicktabs-wrapper quicktabs-style-nostyle"><ul class="quicktabs-tabs quicktabs-style-nostyle"><li class="active first"><a href="/services/gift-foundation-accounting?qt-co_quicktabs_service_content=0#qt-co_quicktabs_service_content" id="quicktabs-tab-co_quicktabs_service_content-0" class="quicktabs-tab quicktabs-tab-view quicktabs-tab-view-co-view-service-unit-content-co-block-su-training active">How-to Guide</a></li> <li><a href="/services/gift-foundation-accounting?qt-co_quicktabs_service_content=1#qt-co_quicktabs_service_content" id="quicktabs-tab-co_quicktabs_service_content-1" class="quicktabs-tab quicktabs-tab-view quicktabs-tab-view-co-view-service-unit-content-co-block-su-form active">Form</a></li> <li class="last"><a href="/services/gift-foundation-accounting?qt-co_quicktabs_service_content=2#qt-co_quicktabs_service_content" id="quicktabs-tab-co_quicktabs_service_content-2" class="quicktabs-tab quicktabs-tab-view quicktabs-tab-view-co-view-service-unit-content-co-block-su-news active">Newsletter Articles</a></li> </ul><div id="quicktabs-container-co_quicktabs_service_content" class="quicktabs_main quicktabs-style-nostyle"><div id="quicktabs-tabpage-co_quicktabs_service_content-0" class="quicktabs-tabpage "><div class="view-co-view-service-unit-content view-id-co_view_service_unit_content view-display-id-co_block_su_training co-view-container co-view-container-filter-top co-view-container-filter-border co-view-container-filter-bg-gray view-dom-id-92b88f8c528f2ad79d91affe63d31d02"> <div class="view-filters"> <form action="/" method="get" id="views-exposed-form-co-view-service-unit-content-co-block-su-training" accept-charset="UTF-8"><div class="views-exposed-form"> <div class="views-exposed-widgets clearfix"> <div id="edit-su-training-keyword-search-wrapper" class="views-exposed-widget views-widget-filter-search_api_views_fulltext"> <label for="edit-su-training-keyword-search"> Keywords </label> <div class="views-widget"> <div class="form-type-textfield form-item-su-training-keyword-search"> <input type="text" id="edit-su-training-keyword-search" name="su_training_keyword_search" value="" size="30" maxlength="128" /> </div> </div> </div> <div class="views-exposed-widget views-submit-button"> <input type="submit" id="edit-submit-co-view-service-unit-content" name="" value="Search" /> </div> </div> </div> </form> </div> <div class="co-list-items-wrapper"> <ul class="co-list-lines-items"> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/annual-report-university-private-support">Annual Report on University Private Support</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">The Annual Report on Private Support provides extensive information that demonstrates the impact of philanthropic giving on the University of California. Each year's report is presented to the Board of Regents in a public session of a regents meeting, then posted online. The system summary and the section for each of the individual campuses indicate the private support received directly by the university and the support given via campus foundations. The annual report also provides other information on campus foundations. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/gifts-endowment-income-funds-examples-year-end-processes">Gifts & Endowment Income Funds - Examples of Year-End Processes</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Examples of year-end processes as described in "Methods for Spending Gift and Endowment Income Funds" in Receiving, Booking, and Spending Gift and Endowment Funds. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/how-to-guides/gift-foundation-accounting/transferring-gift-endowment-income-funds">Transferring Gift & Endowment Income Funds</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Prior to spending, foundation gift and endowment income balances must be transferred from the Foundation Business Unit (SFFDN) to the Campus (SFCMP) or Medical Center (SFMED) Business Units. This document addresses the guidelines and PeopleSoft procedures required to complete a transfer of gift and endowment funds. Refer to Financial Journals (Source Code 535) for additional instructions on creating financial journals. See Reviewing and Approving or Denying PeopleSoft Journals for additional detail on the journal review and approval process.</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/infrastructure-operations-io-fund-assessments">Infrastructure and Operations (I&O) Fund Assessments</a></h3> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/how-to-guides/gift-foundation-accounting/donating-ucsf-ucsf-foundation">Donating to UCSF or the UCSF Foundation</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content"> Thank you for your interest in making a gift to the University or California, San Francisco. We are grateful for your support! To make a gift to UC San Francisco or the UCSF Foundation please visit Giving to UCSF for more information including what to support and ways to give. Following are specific instructions on how to make donations by wire transfer, donating stock and mutual funds, and accepting Credit Card donations manually when unable to do so on the Giving to UCSF site.</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/endowment-income-regents-crosswalk-fund-award-project-ids">Endowment Income Regents Crosswalk to Fund and Award Project IDs</a></h3> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/gift-administration-terminology">Gift Administration Terminology</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">This reference is provided to outline the definitions of, and differences between commonly used Gift Administration terminology. What is meant by Private Support? Private support is a Council For Advancement & Support For Education (CASE) management reporting standard that includes all gifts and private grants provided by private (i.e., non-governmental) entities in support of the institution’s missions. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/ucsf-foundation%E2%80%99s-tax-determination-letter">UCSF Foundation’s Tax Determination Letter</a></h3> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/ucsf-foundation-investment-guidelines-endowed-investment-pool">UCSF Foundation Investment Guidelines for the Endowed Investment Pool</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Investment Guidelines for the Endowed Investment Pool</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/how-to-guides/accounting-reporting/establishing-journal-preparers-approvers-peoplesoft">Establishing Journal Preparers and Approvers in PeopleSoft</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content"> Establishing Journal Preparers and Approvers in PeopleSoft Take the two-part online course “Understanding PeopleSoft Journals” in the UC Learning Center. Completion of this course is required for access to PeopleSoft General Ledger and Journals. Journal Preparers must complete Understanding Journals: Journal Preparer Actions (opens in new window).</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/reference/gift-foundation-accounting/ucsf-foundation-endowed-investment-pool">UCSF Foundation Endowed Investment Pool</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content"> UCSF Foundation's endowed investment pool is the Foundation's primary investment vehicle for endowed gifts. A portion of the endowment pool is expended annually and the amount of distribution is determined by the payout policy of the Foundation, modified by donors' wishes where applicable. The distribution for individual funds within the pool is based on the average of the fund's invested share for each quarter of the fiscal year. The payout policy is reviewed annually and is subject to modification. The payout if distributed annually, following the close of the fiscal year. Undistributed income and gains from investment activities are reinvested in the endowment pool.</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/how-to-guides/gift-foundation-accounting/receiving-booking-spending-gift-endowment-funds">Receiving, Booking, and Spending Gift and Endowment Funds</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content"> Article Contents Receiving and Booking Gifts UCSF General Endowment Pool Accumulations of Endowment Income - Five Year Rule Methods for Spending Gift and Endowment Income Funds Transferring Gift & Endowment Income Funds Infrastructure and Operations (I&O) Funds Contact Information Receiving and Booking Gifts </span> </div></li> </ul></div> </div> </div><div id="quicktabs-tabpage-co_quicktabs_service_content-1" class="quicktabs-tabpage quicktabs-hide"><div class="view-co-view-service-unit-content view-id-co_view_service_unit_content view-display-id-co_block_su_form co-view-container co-view-container-filter-top co-view-container-filter-border co-view-container-filter-bg-gray view-dom-id-102a4c67e8427560b1d0a4566f01705f"> <div class="view-filters"> <form action="/" method="get" id="views-exposed-form-co-view-service-unit-content-co-block-su-form" accept-charset="UTF-8"><div class="views-exposed-form"> <div class="views-exposed-widgets clearfix"> <div id="edit-su-form-keyword-search-wrapper" class="views-exposed-widget views-widget-filter-search_api_views_fulltext"> <label for="edit-su-form-keyword-search"> Keywords </label> <div class="views-widget"> <div class="form-type-textfield form-item-su-form-keyword-search"> <input type="text" id="edit-su-form-keyword-search" name="su_form_keyword_search" value="" size="30" maxlength="128" /> </div> </div> </div> <div class="views-exposed-widget views-submit-button"> <input type="submit" id="edit-submit-co-view-service-unit-content" name="" value="Search" /> </div> </div> </div> </form> </div> <div class="co-list-items-wrapper"> <ul class="co-list-lines-items"> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/foundation-signed-irs-form-w-9">Foundation Signed IRS Form W-9</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Competed IRS Form W-9 - Request for Taxpayer Identification Number and Certification</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/new-parent-project-request-form-current-use">New Parent Project Request Form - Current Use</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Complete this form when a new parent Project is needed for a current use gift. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/new-parent-project-request-form-endowment">New Parent Project Request Form - Endowment</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Complete this form when a new parent Project is needed for an endowment. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/transfer-funds-regents-request">Transfer of Funds to Regents Request</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Form Instructions Use this form for ALL capital project transfers and for transfers greater than $1M. If you have any questions about the transfer of funds process or need help completing this form, contact Gift & Foundation Accounting.</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/statement-economic-interest-form-700-u">Statement of Economic Interest Form (700-U)</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Instructions The Statement of Economic Interest Form (700-U) must be completed when a research gift is given to the University of California San Francisco or to the UCSF Foundation from a non-governmental entity for a specific research project or for the use of a specific faculty member. Non-governmental entities include private business partnerships, LLCs, corporations, and non-profit foundations including matching gifts and gifts from donor advised funds. The 700-U Form must be completed only by the Principal Investigator or by the faculty member.</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/informed-participation-letter">Informed Participation Letter</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Complete this letter when accepting a gift of Continuing Education (CE), Continuing Medical Education (CME), or other education activities on behalf of the University. Instructions are included on the downloaded form letter. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/certification-letter">Certification Letter</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">For gifts from faculty & staff, & their immediate families to support research. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/stock-mutual-fund-donations">Stock and Mutual Fund Donations</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">To make a donation of stocks, mutual funds, or other securities: Please call or email the UCSF Foundation Gift Administration Team. We will provide instructions and assistance with preparing the details of your gift prior to initiating a transfer of securities. </span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/gift-transmittal-form">Gift Transmittal Form</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">All gifts to University of California San Francisco (UCSF) or University of California San Francisco Foundation (UCSF Foundation) should be sent to the UCSF Foundation's Union Bank of California Lockbox along with copies of relevant backup documentation for deposit and processing by Gift Administration.</span> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/return-organization-exempt-income-tax-form-990">Return of Organization Exempt From Income Tax (Form 990) </a></h3> </div></li> <li class="views-row co-list-lines-item"> <div class="views-field views-field-title"> <h3 class="field-content co-list-item-title"><a href="/forms/gift-foundation-accounting/conditions-industry-gift-award-letter">Conditions of Industry Gift Award Letter</a></h3> </div> <div class="views-field views-field-body"> <span class="field-content">Used for all gifts from industry and corporate foundations and should be submitted to Gift Administration with accompanying correspondence and documentation.</span> </div></li> </ul></div> </div> </div><div id="quicktabs-tabpage-co_quicktabs_service_content-2" class="quicktabs-tabpage quicktabs-hide"><div class="view-co-view-service-unit-content view-id-co_view_service_unit_content view-display-id-co_block_su_news co-view-container co-view-container-filter-top 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