Gifts & Endowments Resources
Stewardship, transparency, and impact—guiding the use of gifts and endowments at UCLA.
Guidance & Support
This site is maintained by the David Geffen School of Medicine (DGSOM) Financial Affairs office to support DGSOM faculty and staff in navigating gift and endowment administration. It serves as a central resource connecting departments to the information and support needed for responsible fund ownership, from identification and management to compliance and reporting.
Procedures & How to Guides
- Close a fund
- Convert a fund
- Reinvest endowment payout
- Request FFE principal invasion
- Review Fund Fact Sheet
- Submit MTF requests
- Run CGFR reports
Training & Learning Tools
- Learn gift terminology
- Learn gift lifecycle
- View fiscal year deadlines
- Track GL close dates
- Endowment payout
- Compare Regents vs. Foundation
- Compare gifts & grants
Resource Hubs & Key Portals
- Visit UCOP Home
- Visit Fund Management Home
- Access UCLA Financial Systems
- Search UCLA Directory
- Find Gift & Endowment Contacts
- Find HS Development Contacts
- View UCLA Endowed Chairs
Gift Policies & Compliance
- Access UCLA policies
- Access UCOP policies
- Review gift fee rules
- Verify FFE Invasion Limits
- Endowment rules
- STIP allocation
- Review endowed chair policies