Training & Learning Tools
Gifts & Endowments Resources
Consolidated Gift Fund Reporting (CGFR)
- Definitions: Fund Purpose Code Mapping (FSReportsNet)
- Descriptions: CGFR Reports and Definitions (FSReportsNet)
- Training Video: Foundation Payout per Share – Calculation (Part 1)
- Training Video: New Endowment Buy‑In and First Payout (Part 2)
- Training Video: UCLA Foundation Overview and Gift Lifecycle
Financial System Reporting and Close Resources
- Calendar: FS Month‑End Deadlines
- Calendar: General Ledger Close Dates
- Guide: Financial Management and Reporting – General Accounting
Gift Fund Fundamentals
- Cheat Sheet: Regents vs Foundation – Fund Establishment Overview
- Lifecycle Guide: Send to Spend – Gift Fund Lifecycle
- Training Deck: Gifts, Grants, and Contracts – DOM ORA