Policy on Expenditure of Gift Funds
Last Updated: December 9, 2024 12:26:16 PM PST
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Effective July 2024, PPM 410-5 Policy on Timely Expenditure of Endowment Payout and Expendable Gifts has been suspended. Please refer to section V of the General Budget Guidelines.
Annual University Budget Process
Proper stewardship of Regents and Foundation-held expendable gift and endowment payout balances is important to ensure that donors have confidence that the university will use their gifts in furtherance of the university's educational, research, and patient care missions.
FAQs
How can I access gift fund information?
- Gift fund information is available through the STAR Dashboard and STAR Training
- The Office of Gift Policy Administration and Donor/Fund Stewardship distributes comprehensive quarterly gift fund reports to development officers and business officers. If you would like to be added to this distribution list, please specify the department you are overseeing and email fundstewardship@ucsd.edu
Contacts and Additional Resources
For information on who to contact regarding gift funds, please consult the Advancement Services Staff Directory.
STAR Reporting Dashboard
Guide to endowments for fund holders/administrators
Endowed Chairs
- Appointment process for endowed chairs and payout spending protocols (PDF).
- PPM 410-30 Endowed and Current Use Gift Funds Minimum Policy
See the Stewardship Team Member Guide (PDF) for team members' key responsibilities and contacts for frequently asked questions. Please email us with any questions regarding Donor and Fund Stewardship.