Guide & Getting Started

See a list of topics for UC San Diego Gift Services.

Gift Services Overview

• Gift Services FAQ
• Gift Definitions
• Gift or Grant?
• Gifts to The Regents and to the UC San Diego Foundation
• Charitable Status of The Regents and the UC San Diego Foundation
• Gift Acceptance and Delegation of Authority
• Other Types of Charitable Transactions
• Gift Funds
• Fiscal Responsibility for Managing Gift Funds
• Instructions for Wire Transfers, Gifts of Securities & Cryptocurrency

Auctions and Events

• Event Checklist for Development Officers and Staff (Word file)
• Events DO Training October 2012 (PPT)
• Raffles and Opportunity Drawings
• Development Checklist for Raffles and Drawings (Word file)
• Auctions and Gifts in Kind (PPT)
• Auction Guidelines (Word file)
• Sample Auction Accounting Sheet (Excel)
• Sample Auction Donor Form (Word file)
• Sample Auction Item Payment Form (Word file)
• Sample Bid Sheet Template (Word file)

Gift Policies and Gift Agreement Templates

• Policies Governing Gifts
• Gift Agreement Templates

Pledges

Donor Advised Funds

Giving From Abroad

Other Topics

• How Endowment Works
• Staff Training: Gifts and Private Support (PPT)
• Student Organization Fundraising
• Calendar Year End Gift Handling Process (PDF)
• Gifts of Capital Equipment (Word file)
• Sponsorships (PPT)