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Gift Fund and Foundation Forms 

The mission of the Foundation Accounting staff is to provide high quality, customer-focused service and accurate financial information that is easily accessible to our customers.  In so doing, we will ensure compliance with applicable accounting and investment policies and generally accepted principles, as well as apply prudent business, ethical, and moral standards of care.

Foundation New Fund Request

New Fund Request Sheet

Please complete all fields as applicable.  

Foundation Requests for Funds

Request for funds requests must be submitted through UC San Diego Services & Support Portal, About: Gift Funds; Related to: Gift Fund Setup & Transfer; More Specifically: Foundation Requests for Funds Transfer.  If you have questions, use About: Gift funds; Related to: Gift Fund Inquiries; More Specifically: Gift Fund Questions  

Requests by email, mail and fax WILL NOT BE PROCESSED.

There is no longer a need to set up a transfer fund.  Since Campus & Foundation are using separate ledgers within Oracle the fund number is the same on both ledgers.  If you need to have a new project or task created before you submit your transfer request, please see this knowledgebase article for how to request that.

Request for Funds FormThis form allows you to submit a request for a one-time or recurring withdrawal of money from one Foundation fund.

  • To request a recurring transfer, please leave the amount field blank and check the box next to "Recurring transfer".  Complete all other fields.  A new form is only required annually for endowed chair funds.
  • If you are requesting funds for an endowed chair please attach the Vice Chancellor or their delegate's email approval of your request to your case as directed above.  Chair funds continue to require approval from the Vice Chancellor or their delegate prior to processing (per PPM 230-8 Section II D).

Addition of Endowment Payout to Principal

Please complete all fields as requested and submit to your Vice Chancellor or Dean for approval prior to sending to our office for processing.

Addition of Endowment Payout to Principal

Foundations W-9 Form

If you would like a copy of our form W9, please send an email with the business purpose of your request to UCSDFoundationAcctng@mail.ucsd.edu. A Foundation Accounting staff member will respond to your request within two business days.

If you have issues using the forms, or questions on which form to use, submit a UC San Diego Services & Support Portal case: About: Gift funds; Related to: Gift Fund Inquiries; More Specifically: Gift Fund Questions.

All Foundation Forms are in pdf format.  Use this format in conjunction with Adobe Acrobat to print the form and complete it separately. If you do not have the Acrobat software installed on your machine, use the link below to obtain a free copy.
Get Adobe Reader

In order to complete & submit the forms, you will need to right-click and choose "save as" to download the form to your desktop first.  We have been made aware of an incompatibility between most browsers and Adobe that will not allow the forms to work properly.  We thank you for your patience as we work to implement an alternate solution.

If you need to have a new project created before you submit your transfer request, please see this knowledgebase article for how make the request.

Recurring transfer requests may be now be submitted.  The form has been updated to accommodate these requests.

Completed forms must be submitted via the UC San Diego Services & Support Portal, About: Gift Funds; Related to: Gift Fund Setup & Transfer; More Specifically: Foundation Requests for Funds Transfer