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Gift Documents

Last Updated: May 6, 2026 4:03:56 PM PDT
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Find the appropriate document to submit for gifts for use by UC San Diego Advancement and campus community.

Follow the two-step process below to guide the selection of the appropriate gift document for a particular gift opportunity.

Step #1

Please open and review the Gift Document Guiding Questions below:

Gift Document Guiding Questions

  1. Who exactly will be contributing the gift?
    • Personal Gifts (for individuals)
    • Donor-Advised Fund Gifts (skip to Question #3 next)
      • Choose this version when individuals intend to exclusively make recommendations to their donor-advised fund.
    • Foundation Gifts
    • Corporate Gifts
  1. How will the donor be contributing the gift?
    • Outright (one-time gift made immediately)
    • Pledge (an irrevocable commitment for gift(s) to be made in the future)
      • Pledge agreements cannot be used if the donor intends to direct gifts via a third-party entity (such as a donor-advised fund, foundation, etc.).
    • Intention (not a legal commitment)
      • Choose this version when donors will make their gifts directly OR via a third-party entity (such as a donor-advised fund, foundation, etc.).
      • Also applicable for revocable bequests.
    • Gift In Kind (skip Questions #3 and #4)
      • If the gift in kind is art, please contact our office as soon as possible for additional consultation.
  1. Will the gift establish a new gift fund or support an existing gift fund?
    • New Fund
    • Existing Fund

  1. Is the supported fund a fully expendable fund (also known as a “current use fund”) or an endowed fund?

    • Fully Expendable
    • Endowed

Step #2

Using the answers to the Gift Document Guiding Questions, please open and select the corresponding gift form below:

Gifts facilitated by Advancement

Neptune coming soon

Gifts to existing funds or independent from Advancement involvement

Gift form coming soon

Gift In Kind

Form coming soon

Research Gifts

Use the form below to provide the information necessary to review and process research-related funding documentation. All charitable contributions to UC San Diego must meet the criteria outlined in the University of California Classification of Gifts and Sponsored Awards and should follow the Best Practices for Donor-Facing Fundraising Collateral, which apply to any materials prepared by the campus for donor solicitation.

Research Funding Review Request

Please contact Gift Policy Administration for additional consultation if the gift agreement involves any special considerations, such as:

  • Endowed Chairs
  • Namings of a Space or Program
  • Memberships or Sponsorships
  • Scholarships, Fellowships, and Awards with Specific Criteria
  • Matching Gifts
  • Gifts In Kind of Art
For questions, please contact Gift Policy Administration at giftpolicy@ucsd.edu.