Fund Stewardship
Ensures that UC San Diego:
- Meets its legal obligation to fulfill gift terms
- Expends gift funds consistent with gift/donor terms
- Supports compliance with UC and UC San Diego policies
- Adheres to the Donor Bill of Rights (PDF)
Stewardship of Gift Funds
Help campus unit administrators, business officers and fund managers to identify their unit’s gift funds and the intended fund use.
- Development Reference Guide (PDF)
- Use of Gift Funds
- Current vs Endowed Funds
- How Endowment Works
- Endowed Fund Guide for Fund Holders/Administrators: "Your Endowed Fund, What you need to know"
- PPM 410-30 Endowed and Current Use Gift Funds Minimum Policy
- PPM 410-20 Policy on Allocation, Reallocation, and Administration of Gifts and Bequests
- PPM 410-6 Policy on Financial Stewardship of Donor Gift Funds and Reporting to Donors
Stewardship Reporting:
Provides gift fund reports, giving reports, analyzes fund activity, and monitors gift fund data for accurate reporting.
STAR:
STAR (Stewardship, Transparency, Accountability, Reporting) is an online dashboard powered by Cognos to provide Advancement and UC San Diego staff with access to financial information related to University private support gift funds (both Foundation and UC Regents). Access the STAR system and STAR training.
Annual Endowed Fund Reports:
Donor Stewardship prepares and sends a report to donors annually on the financial status of endowed funds. The reports are prepared on a fiscal-year-end basis and delivered to donors each fall.
Annual Summary of Giving:
Donor Stewardship prepares and sends a summary to donors annually of their calendar year giving.
Impact Reports:
Donor Stewardship collaborates with various departments on-campus to facilitate special impact reporting. Impact reports are important to convey UC San Diego's appreciation for continued support and generosity, in addition to demonstrating how gifts are being used according to their donor's intent.