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
Glossary of Terms
Definitions: Financial System Terms and Definitions (FSReportsNet)