You can contact Foundation Accounting to make sure we have received your Request for Funds Form and have processed it.
I clicked the "submit by email" button on the Request for Funds form and nothing happened, why?
Some users, particularly those with Macs, have issues with the "submit by email" button. You can either print the form and mail it to Carol Lim at mail code 0940, or email it directly to UCSDFoundationAcctng@ad.ucsd.edu
I be getting a general ledger from the Foundation?
Monthly fund statements are available electronically at the UCSD Foundation Accounting Web site and are updated daily. The statements have been available on a monthly basis since November 1997. Please contact Carol Lim at (858) 534-7247 or firstname.lastname@example.org if you need your Login ID and/or password to access the statements.
Who can access the Foundation’s electronic fund statements?
When a new Foundation fund is established, the principal investigator (PI) and the department business officer are the people designated to gain access. They may choose, at their discretion, to share their login and password with others in the department.
When are the Foundation’s electronic fund statements available?
The on-line statements are updated daily. The monthly statements will be closed and the market value available by the 14th business day of the following month (except for June and December).
I’ve forgotten my login and/or password
Please contact Carol Lim if you need your Login ID and/or password to access the statements.
to know what my balance is right now. How can I get that?
We would be happy to provide an estimate of the fund balance at any time. Please call or e-mail Kierstin Sykes at (858) 822-1679 or by email at email@example.com
Im new to the University and I need to be able to access
these funds. How do I go about doing that?
Effective April 1, 2009, the UC San Diego Foundation will no longer require a Signature Authorization Sheet for new fund setup or changes in the PI or Business Officer for a fund. Please call or e-mail Carol Lim in Foundation Accounting for changes in access.
Can donors make gifts using their credit card or echeck?
Yes. The UC San Diego Foundation can accept donations from donors made with VISA, MasterCard, American Express, Discover and by echeck. Please note the bank charges a processing fee of 2.15% for each credit card transaction which is charged to the fund receiving the gift.
make a credit card or e-Check gift on-line, please go to our
secure on-line giving web site at http://www-er.ucsd.edu/givetoucsd/.
There was a pledge made to my fund. Why can`t I see it on my Foundation ledger?
Only pledges greater than or equal to $10,000 are recorded into the ledger as a receivable. Contributions are recorded when payments are made.
the Foundation pay interest on the expendable gifts?
July 1, 2002. All UCSD gift and grant funds no longer
policy can be found in the UCSD Policies and Procedures
Manual (PPM) in section 410-10. Click here for a direct link.
is the difference between a current fund and
an endowment fund?
A current fund is a fund in which all gifts to the fund can be spent for the purpose designated by the donor.
An endowment fund is a fund in which the original amount of the gift (endowment principal) is invested in perpetuity for appreciation in accordance with the Foundation's Endowment Investment Policy. Only the expendable income allocated to the endowment fund as set by the spending policy may be spent on the purpose designated by the donor. Due to the nature of how endowments are invested (primarily in the stock market), they may earn a total annual return (appreciation plus yield) that is far in excess of the spending policy. Please see for quarterly performance data. (inception = 1986). Total return earned in excess of allocated spending is retained in the investment pool to provide for growth in the principal. This, in turn, increases the market value of the pool, and thus the five year average, which then increases expendable income allocations over the long term. This methodology preserves and enhances the real value of the endowment principal and the protects the expendable income allocations against erosion from inflation.
Is there a way to find out how much my endowment fund will
be allocated for next fiscal year?
Yes, each year in late May or early June, a letter is posted on our website to each endowment fund administrator with the following fiscal year's spending allocation projection.
is the difference between an endowment fund book
value versus market value?
The endowment "book value" is the original gifts or "principal" to the fund plus any additions of unspent income requested by the department in accordance with the gift agreement. The endowment "market value" is the current market value of the investment of the endowment principal and represents the appreciation or growth of the principal.
San Diego Foundation Staff Directory click here
San Diego Gift Processing Staff Directory click here