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
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
Review gift fee rules
Verify FFE Invasion Limits
Endowment rules
STIP allocation
Review endowed chair policies

See our most requested resources: