Powerbi

Go to Gift & Endowments Dashboard

DG Inform

Access DGSOM financial reports

Online Financial Systems

Access Online Financial Systems

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
Understand endowment payout
Compare Regents vs. Foundation
Compare gifts & grants

Resource Hubs & Key Portals

Visit UCOP Home
Visit UC Controller 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, Guidelines & Compliance

Access UCLA & UCOP policies
Search UC systemwide policies
Search UCLA policies
Review gift fee rules
Verify FFE Invasion Limits
Understand endowment rules
Understand STIP allocation
Review endowed chair policies

See our most requested resources: