Today's Date : August 9, 2022
EA Business Services
Gift Services Primary Contacts
Gift Services (Gifts & Biographic Data)
C.R. Van Dyk
, x6-2930
Gift in Kind/Support Group Compliance
Minolie Jayamaha
, x4-0324
Real Estate gifts
Julie Meinecke
, x4-4111
,
Gift Agreements/Chairs/Namings
Bill Kinsella
, x4-3390
Gifts of Securities/Wire Transfers
Tsegie Negus
, x4-3429
Matching Gifts
Laudrell Tilmon
, x4-3360
Estates and Trusts
Nikki McKinley
, x5-3144
Planned Gifts
Nicole Dunn
, x7-4063
Fund Management
Laura Oswald
, x4-2923
Treasury
astreasury@support.ucla.edu
, x4-3333
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
Add a new individual to CRM
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
Departmental Deposit Form
Gifts in Kind
Procedures for Accepting Gifts in Kind & Gifts of
Tangible Personal Property
NEW - Deed of Gift Form, UC Regents
NEW - Deed of Gift Form, UCLA Foundation
NEW - Deed of Gift, UC Regents - Art, Film & Cultural Items Deed of gift
NEW - Deed of Gift, UCLA Foundation - Art, Film & Cultural Items Deed of gift
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) 79
4-3359
or (310) 79
4-3395
FAX: (310) 79
4-3421
© 2004 - 2022 UCLA
Organization Charts
Alumni Affairs
Development
Advancement Services
Government & Community Relations
UCLA Foundation
Vice Chancellor’s Office
Gift Services
Gift Transmittal Forms
Gift Agreement Templates
Chancellor's Centennial Scholars Match
New Gift Fund Request Form
EA Calendar
E-Commerce and DataCapture Reports
Definition of Terms: Gift/Membership Process
Benefits Information
Phone Search
Staff Resources Web Site
Employment Opportunities
Training and Development
Web Mail