Today's Date : March 8, 2021 
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EA Business Services

 
Gift Services Primary Contacts
 Gift Services (Gifts, Biographic
   Data and Fund Management)
    Amanda Keene, x4-3940

 Compliance, and
   Support Group Administrator
    Minolie Jayamaha, x4-0324

 Real Estate gifts/Gift-in-Kind
    Julie Meinecke, x4-4111
,
 Gift Agreements/Chairs/Namings
    Bill Kinsella, x4-3390

 Gifts of Securities/Wire Transfers
    Tsegie Negus, x4-3429

 Matching Gifts
    Fides Almario, x4-3359

 Estates and Trusts
    Nikki McKinley, x5-3144

 Planned Gifts
    Nicole Dunn, x7-4063

Gift Services Information

 Recognition Credit Guidelines

 Pledges Reduction Policy
    Pledge Adjustment Request & Status Update Form

 Pledge Reminder Window - Training Manual

 Consolidated Gift Fund Access Request Form

 Credit Card Submission Page (Foundation Gifts)
    Credit Card Submission Page Instructions

 Regents Gift Transmittal Form

 How to Deposit Regental Checks
Foundation Transmittal

Foundation GIK Transmittal

 Regents Tax Exemption Status

 UCLA Foundation Tax Exemption Status

 Gift Fee Exemption List

 Definition of Terms: Gift/Membership Process



Gift Policy
 Gift Agreement Templates
 Mass Solicitation Policy
   Mass Solicitation Policy Exception Form
 Cannabis Donor Attestation Form
 Funded Namings in CRM
 Open Namings and Prospect Opportunities


Corporate/Foundation Research Gifts
 700-U: Principal Investigator's Statement of Economic Interests
 700-U: Form Instructions (Click here for 700-U Guidelines)

Treasury Management – Gifts of Securities/Wire Transfers and NG forms
 Guidelines for Valuation: Gifts of Securities
 Instructions for Transferring Gifts of Securities
 Securities (non-endowment) Sample Gift Letter
 Cash Wire Instruction Form (Regents)
 Cash Wire Instructions (Foundation)
 Security/Stock Gift Instruction Form (Foundation) 
 Security/Stock Gift Instruction Form (Regents)
 Irrevocable Stock or Bond Power
 Procedures for Stock Transfer
 Non-Gift Transmittal form
 Non-Gift Guidelines


Gifts in Kind
 Procedures for Accepting Gifts in Kind & Gifts of
   Tangible Personal Property
 Deed of Gift Form, UC Regents
 Deed of Gift Form, UCLA Foundation
 Donation Form - UC Regents
 IRS Form 8283


Fund Management
 New Gift Fund Request Form
 Return of Payout to Principal

Gift Services
10889 Wilshire Boulevard, Suite 1000
Campus 160348
Phone: (310) 794-3359 or (310) 794-3395
FAX: (310) 794-3421


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