Donor and Fund Stewardship

Discover how the Office of Gift Policy Administration and Donor/Fund Stewardship acknowledges gifts to the university, administers funds, facilitates the creation of endowed chairs, and oversees fundraising groups.

The Office of Gift Policy Administration and Donor/Fund Stewardship seeks to strengthen ongoing relationships with the university's donors by providing timely communication about gift funds and supporting the appropriate use of those funds. See the Stewardship Team Member Guide and Organizational Chart for team members' key responsibilities and contacts for frequently asked questions.

Endowed chairs

• Maintaining comprehensive records about endowed chairs, their purpose, approval, and funds associated with the chairs.
• Facilitating any changes made to endowed chair names, purposes, or terms (these are rare)
• Working with Development and other campus representatives seeking to establish chairs
• Monitoring and identifying chairs that are unfilled for an extended period or have accumulated income

Endowed Chair policy:

• APM-191 UC Endowed Chairs and Professorships (PDF)
• PPM-230-8 Endowed Chairs and Professorships (PDF)
• UC San Diego Chancellor’s Chair and Fellowship Challenge Guidelines (PDF)
• Endowed Chair Quick Guide (PDF)
• About Endowed Chairs

Fund stewardship

Helps you oversee funds by:

• Ensuring compliance with UC and UC San Diego policies
  
  • Policy on Expenditure of Gift Funds
  • Endowment Guide for fund holders: "Your Endowment-What You Need to Know"
• Informing units about the purpose and appropriate use of gift funds, upon request
• Providing annual endowed fund reports that show market value, gift inflows, and payout
• Providing campus leadership with filled/unfilled endowed chair reports
• Sustaining donor relations by partnering with Development to create Impact Reports
• Providing financial information to gift funds through an online dashboard
  • Access to STAR
  • STAR Training
• Analyzing current use fund activity
  • See more about fund stewardship.

Gift acknowledgement

Supports the production of:

• Receipt letters
• Acknowledgement letters
• First-time donor acknowledgement
• Honor and memorial acknowledgements
• Employer matching gift reminders and acknowledgements
  • See more about gift acknowledgement and gift processing.

Naming agreements

Individual donors can be honored by naming university property, a program, or facility. Donor Stewardship facilitates the approvals for naming agreements.

• The Office of Gift Policy Administration and Donor/Fund Stewardship partners with Campus Planning to maintain a comprehensive campus list of donor namings
  • Read more about namings
  • Read the PPM 420-1 Policy on Naming UC San Diego Facilities, Programs, and Properties
  • Email The Office of Gift Policy Administration and Donor/Fund Stewardship for information on named facilities.

Support groups

The Support Group Office oversees the creation and compliance of any group or organization whose primary purpose is to assist the campus through fundraising, public outreach, and other support for the university’s mission.

• See more about UC San Diego Support Groups.