Prior to spending, foundation gift and endowment income balances must be transferred from the Foundation Business Unit (SFFDN) to the Campus (SFCMP) or Medical Center (SFMED) Business Units. This document addresses the guidelines and PeopleSoft procedures required to complete a transfer of gift and endowment funds.
Refer to Financial Journals (Source Code 535) for additional instructions on creating financial journals. See Reviewing and Approving or Denying PeopleSoft Journals for additional detail on the journal review and approval process.
Thank you for your interest in making a gift to the University or California, San Francisco. We are grateful for your support!
To make a gift to UC San Francisco or the UCSF Foundation please visit Giving to UCSF for more information including what to support and ways to give. Following are specific instructions on how to make donations by wire transfer, donating stock and mutual funds, and accepting Credit Card donations manually when unable to do so on the Giving to UCSF site.
Receiving and Booking Gifts
UCSF General Endowment Pool
Accumulations of Endowment Income - Five Year Rule
Methods for Spending Gift and Endowment Income Funds
Transferring Gift & Endowment Income Funds
Infrastructure and Operations (I&O) Funds
Receiving and Booking Gifts
This reference is provided to outline the definitions of, and differences between commonly used Gift Administration terminology.
What is meant by Private Support?
Private support is a Council For Advancement & Support For Education (CASE) management reporting standard that includes all gifts and private grants provided by private (i.e., non-governmental) entities in support of the institution’s missions.
UCSF Foundation's endowed investment pool is the Foundation's primary investment vehicle for endowed gifts. A portion of the endowment pool is expended annually and the amount of distribution is determined by the payout policy of the Foundation,modified by donors' wishes where applicable. The distribution for individual funds within the pool is based on the average of the fund's invested share for each quarter of the fiscal year. The payout policy is reviewed annually and is subject to modification. The payout if distributed annually, following the close of the fiscal year. Undistributed income and gains from investment activities are reinvested in the endowment pool.
The Annual Report on Private Support provides extensive information that demonstrates the impact of philanthropic giving on the University of California. Each year's report is presented to the Board of Regents in a public session of a regents meeting, then posted online. The system summary and the section for each of the individual campuses indicate the private support received directly by the university and the support given via campus foundations. The annual report also provides other information on campus foundations.
Establishing Journal Preparers and Approvers in PeopleSoft
Take the online course “Understanding PeopleSoft Journals” in the UC Learning Center. Completion of this course is required for access to PeopleSoft General Ledger and Journals.
Journal Preparers must complete Parts 1 and 2 of the online course
Journal Approvers must complete Parts 1, 2, and 3 of the online course
Notify your manager and department Access Administrator of the date you completed the training so that PeopleSoft access can be requested.
The Access Administrator submits the request for access to PeopleSoft Journals using the Access Management System available in MyAccess.