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UC SAN DIEGO FOUNDATION FINANCIAL STATEMENTS November 2, 2007
Introduction  ,[object Object],[object Object],[object Object]
TRAINING GOAL: ,[object Object]
OBJECTIVES: ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview of External Relations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DEVELOPMENT OFFICERS Annual Giving Dawn Bruckel Ext. 42178 [email_address] Planned Giving   Martin Hayter Ext. 42249 [email_address] Foundation Relations Sarah Godfrey Ext. 46097 [email_address] Biological Sciences TBN Natural Sciences Melanie Walsh Ext 23258 [email_address] Student Affairs Kim Signoret-Paar Ext. 25612 [email_address] Nov07 IR/PS Judith Ecklund Ext. 25161 [email_address] Social Sciences Michelle Glenn Ext. 20805 [email_address] The Preuss School Donald Stump Ext. 26616 [email_address] Rady School of Management Graig Eastin Ext. 24230 [email_address] Associate Vice Chancellor for Development  Rebecca Newman Ext. 25774 [email_address] Marine Sciences  Brian Daly Ext. 21405 [email_address] Jacobs School of Engineering Denine Hagen, Interim Ext. 42920 [email_address] Health Sciences Lynda Heaney Ext. 49898 [email_address] General Campus  Juli Larsen: EDOD Ext  20773 [email_address]
ADMINISTRATIVE STAFF ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],05/07
Gift Acknowledgement and Donor Stewardship ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Review Basic Foundation Financial Statements ,[object Object],[object Object],[object Object],[object Object],[object Object]
Fund Accounting ,[object Object]
Fund Types ,[object Object],[object Object],[object Object],[object Object],[object Object]
Fund Types ,[object Object],[object Object],[object Object]
Fund Types ,[object Object],[object Object]
Electronic Statements on the Web ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fund Access Login
Other Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Gift Processing Site
Other Information,  cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Economic of Interest - Definition :  having a direct or indirect financial interest in the sponsor of research or if funded in whole or in part An  Economic Interest Statement  form is required when gift monies or equipment is received and the donor names a specific PI or states that the gift is to be used for research and the donation is $250 or greater -  no funds will be allocated for expenditure before EI approval -  EI statement must be signed by PI, NOT by his secretary or assistant. PI is responsible for accuracy and completeness of all information, should read carefully before signing If a PI donates to his own research or department, PI must sign the following policy statement: “ I AM AWARE OF THE UNIVERSITY POLICY WHICH PROHIBITS THE USE OF THESE FUNDS FOR MYSELF ON A PERSONAL BASIS FOR SUCH ITEMS AS TRAVEL, ENTERTAINMENT, ETC.”
UCSD Electronic References/Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary ,[object Object],[object Object]
THANK YOU I-Ju Tracy ext. 41038 [email_address]

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香港六合彩 » SlideShare

  • 1. UC SAN DIEGO FOUNDATION FINANCIAL STATEMENTS November 2, 2007
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. DEVELOPMENT OFFICERS Annual Giving Dawn Bruckel Ext. 42178 [email_address] Planned Giving Martin Hayter Ext. 42249 [email_address] Foundation Relations Sarah Godfrey Ext. 46097 [email_address] Biological Sciences TBN Natural Sciences Melanie Walsh Ext 23258 [email_address] Student Affairs Kim Signoret-Paar Ext. 25612 [email_address] Nov07 IR/PS Judith Ecklund Ext. 25161 [email_address] Social Sciences Michelle Glenn Ext. 20805 [email_address] The Preuss School Donald Stump Ext. 26616 [email_address] Rady School of Management Graig Eastin Ext. 24230 [email_address] Associate Vice Chancellor for Development Rebecca Newman Ext. 25774 [email_address] Marine Sciences Brian Daly Ext. 21405 [email_address] Jacobs School of Engineering Denine Hagen, Interim Ext. 42920 [email_address] Health Sciences Lynda Heaney Ext. 49898 [email_address] General Campus Juli Larsen: EDOD Ext 20773 [email_address]
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 17.
  • 19.
  • 20. Economic of Interest - Definition : having a direct or indirect financial interest in the sponsor of research or if funded in whole or in part An Economic Interest Statement form is required when gift monies or equipment is received and the donor names a specific PI or states that the gift is to be used for research and the donation is $250 or greater - no funds will be allocated for expenditure before EI approval - EI statement must be signed by PI, NOT by his secretary or assistant. PI is responsible for accuracy and completeness of all information, should read carefully before signing If a PI donates to his own research or department, PI must sign the following policy statement: “ I AM AWARE OF THE UNIVERSITY POLICY WHICH PROHIBITS THE USE OF THESE FUNDS FOR MYSELF ON A PERSONAL BASIS FOR SUCH ITEMS AS TRAVEL, ENTERTAINMENT, ETC.”
  • 21.
  • 22.
  • 23. THANK YOU I-Ju Tracy ext. 41038 [email_address]