This site provides access to campus wide and system wide Gift and Endowment policies, procedures, guidelines,
Procedures & How To Guides
Access step by step guides that help faculty and staff navigate essential fund management processes. From converting a fund or reinvesting payout to invading principal, closing a fund, or interpreting FFS reports, these resources provide clear instructions to complete tasks accurately.
Explore learning resources designed to help faculty and staff understand the concepts, terminology, and systems behind fund management. Access glossaries, manuals, conceptual overviews, system training materials, CGFR guidance, gift lifecycle explanations, and “Fundamentals” resources to build confi
Find direct access to the essential systems, homepages, and navigation hubs used in fund management. Explore university wide platforms such as BFS, DTS, UCOP resources, EA Insider, and other key portals that support financial operations, reporting, and administrative workflows.
Navigate the full set of policies that guide gift acceptance, stewardship, and endowment management at UCLA. Explore UCOP, UCLA campus, Development Authority, and APM regulations to understand institutional standards and compliance requirements.
