Charitable Donations or Contributions Request for Approval

Use this form to request payment for a charitable donation or contribution to a non-profit organization. Eligible organizations must be registered non-profits or have a non-profit fiduciary steward.

Instructions

Review and Approval Process

Charitable donations and contributions are processed through BearBuy. Department PCards should not be used to pay for these contributions, and expense reimbursements for contributions paid on personal credit cards are not allowed.

1. Complete Request Form

Fill out the Charitable Donations or Contributions Request for Approval form.

2. Attach Required Documentation

The following documents must be attached to this form for the request to be considered:
- Invoice
- Department approval email
- Sponsorship levels with benefits
- Event announcements (if applicable)

3. Form Submission and Processing

Once all sections of the online form are completed and the required documentation attached, click SUBMIT to send the form to the Office of Community and Government Relations (CGR). The Finance and Operations Manager will review the submission for completeness then routed through DocuSign for required approvals.

Important: Step 4 occurs after approvals are completed through DocuSign.

4. Final Steps

Once your request has been reviewed and approved through DocuSign, you will receive a copy of the signed Charitable Donations or Contributions Request for Approval form. To process payment for the donation or contribution, create a requisition in BearBuy using the Payment Request Form and upload the signed form and supporting documentation.

Approval Levels

Requests of $10,000 or less
Require approval from the Assistant Vice Chancellor of Community Relations & Strategic Partnerships.

Requests over $10,000
Require additional approval from the Office of the Chancellor. Please allow extra time for this approval process.

 

For questions about UCSF’s charitable giving program to non-profit organizations, please contact:

- Valerie Llanos, Finance and Operations Manager, CGR
- Michael Fortes, Director of Office Operations

 

Required Documentation

The following documents must be attached to this form for the request to be considered:
- Invoice
- Department approval email
- Sponsorship levels with benefits
- Event announcements (if applicable)

UCSF does not use race, gender, sex, or other protected categories or proxies for protected categories in its selection processes. By submitting this form, I attest that the selection criteria considered when making the decision to sponsor this event is fully aligned with State and Federal Antidiscrimination Laws, including but not limited to Title VII of the Civil Rights Act, the Americans with Disabilities Act (ADA), and the California Fair Employment and Housing Act (FEHA) and that the process also adheres to all relevant UC Policies regarding nondiscrimination and affirmative action.