These forms, with the exception of the wire and 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: giftplanningprogram@support.ucsf.edu or (415) 476-1475.Funds Transfers to Campus
Transfer of Funds Request
To request transfer of Foundation funds to a campus mirror account.Signature Authorization Form
To identify individual(s) authorized to approve requests for the transfer of Foundation funds.Gift Processing
Gift Transmittal Form
For transmittal of gifts received by departments to the gift processing lock box account. Used for transmittal of all gifts.Mailing Labels
Mailing labels for transmitting gifts to the lock box.
Use with Avery 15162, 15662, 18162, 18662, 5162, 5262, 5522, 5662, 5962, 8162, 8252, 8462, 8662, prints 14 mailing labels per sheet.Gifts from Non-Governmental Entities & Industry
Statement of Economic Interest (700-U) Form
For donations from non-governmental entities, such as private businesses, partnerships, LLC's, corporations and non-profit foundations designated for a specific research project or for the use of a specific faculty member.Sponsors of Research Exempted from University Non-Governmental Entity Financial Discolsure Requirement
Research gifts from any entity on the exempt list do not require a 700-U Form.Conditions of Gift Award Letter
Letter template to be used for all gifts from industry and corporate foundations. Do not change the content of this letter; if you have questions about the letter, do not hesitate to contact Gift Administration at custsvc@support.ucsf.edu.Gifts to Support One's Own Research
Certification Letter
For gifts from UCSF faculty and staff, and their immediate families, to support their own activities.Miscellaneous Gift Forms
Payroll Deduction Form
For UCSF faculty and staff who wish to make a gift or pledge with payments to be made via payroll deductions.Credit Card Donation Form
For donors who wish to make a gift or pledge with payments to be made via credit card. The form should be completed and forwarded to gift processing by the department.Wire Transfer/Securities Delivery Instructions for Donors
Wire Transfer Form - Current Fund
Wire transfer instructions for donors wishing to make cash contributions to current funds.Wire Transfer Form - Endowment Fund
Wire transfer instructions for donors wishing to make cash contributions to endowment funds.Securities Transfer Form - Current Fund
Securities transfer instructions for donors wishing to make securities donations to current funds.Securities Transfer Form - Endowment Fund
Securities transfer instructions for donors wishing to make securities donations to endowment funds.(Documents in PDF format can be best viewed using Adobe Acrobat Reader 7.0)
This page last updated on: Monday May 12 2008
