Controller's Office - Gifts & Endowments

Downloadable and online forms related to gifts and endowment
These forms, with the exception of the wire & securities transfer forms, are for internal use by UCSF departments and should not be given to individuals outside of UCSF. The wire and securities transfer forms may be given to donors.
For gifts involving Estates or Bequests please contact our Planned Giving group - 415.476.1475

Name	Form(s)
Forms for internal use by UCSF departments only (not to be given to individuals outside of UCSF)
Transfer of Funds Request (to campus mirror account) (Instructions)
Signature Authorization Form (to identify individual(s) authorized to approve requests)
Gift Processing Forms
Gift Transmittal Form (Instructions)
Mailing labels for transmitting gifts to the lock box (prints 14 labels per sheet)
Gifts from Non-Government Entities & Industry
Statement of Economic Interest Form (700-U) (Instructions) (Sponsors exempt from 700-U)
Conditions of Gift Award Letter (Instructions)
Informed Participation Letter (Instructions)
Gifts to Support One's Own Research
Certification Letter (for gifts from faculty & staff, & their immediate families to support their research)
Miscellaneous Gift Forms
Payroll Deduction Form (for UCSF faculty and staff)
Credit Card Donation Form
Forms to be given to donors
Wire Transfer for Current Fund
Wire Transfer for Endowment Fund
Securities Transfer Form - Current Fund (Includes instructions)
Securities Transfer Form - Endowment Fund (Includes instructions)