- Guidelines
- Gift accounts converted to Fund 233
- UW Foundation check requests
- Educational grants
- Gifts-in-kind
- Resources
Guidelines
UW-Madison receives gifts as unrestricted support. Gift funds cannot be associated with requirements for detailed fiscal or technical reports, for rights to intellectual property or that restrict our right to publish or disseminate information or data derived from the supported activity.
Gifts are irrevocable and have no time limit on the expenditure of funds.
Gift checks must be routed using a gift check routing form. This form can be filled out electronically, but must be printed and submitted in hard copy.
Note: For the signature page, please make sure the department administrator or department chair sign the form. If you are depositing into a chair account, the chair will sign as the PI, and the department administrator (or someone else who is authorized) will sign as the chair. The chair of the department cannot sign as both PI and chair. If that is the case, the gift form will be returned to the department for correction, which will delay processing of the check.
Transmittal of a gift requires the department to generate a letter to the donor thanking them for their support and indicating the terms under which the gift is accepted. This letter is intended to ensure that donors understand the terms under which their gift was provided. View a sample gift acknowledgement letter.
View the gift checks routing process (pdf)
Please direct all inquiries regarding gifts to Christy Schulz, (608) 265-3386 or crschulz@wisc.edu.
Gift accounts converted to Fund 233
In 2008, all gift projects were converted to fund 233. All 133 awards have been issued a new 233 number, and the 133 Project ID is no longer active.To prevent any charges from being posted to the old 133 Project ID’s, the accounts are now inactive in SFS and set to status “Closed Archived”. If you need to see detailed transactional data prior to 7/1/2008 you must use the old 133 Project ID AND change the status on the WISDM search page to include project status of “6-Closed – Archived.”
Please use “233” for all future transactions and on cost transfers when a charge is being moved off a 133 gift account.
The migration of budget balances has occurred. With every conversion there are glitches. If you believe you have a 133 project that was mistakenly converted to a 233 or one that wasn’t please email your SMPH accountant with details.
UW Foundation check requests
1. Complete a UWF check request form. Indicate the payee as the Board of Regents of the UW System and leave the Mail Check To section of the form blank (put a space in the field to ensure you don’t receive an error message for leaving this field blank).
2. Prepare a UW gift routing form. Leave the check number and check date blank.
3. Submit both forms electronically to smphfiscal@med.wisc.edu.
- If a new project is requested, SMPH fiscal creates that project number.
4. UWF sends the disbursement and the UW Gift routing form to Business Services.
- Business Services deposits the funds into the new project or adds the funds to an existing fund 233 project. At the same time, Business Services will increase the budget of the 233 project.
5. Business Services will send an email notice to the designated administrative people of the affected fund 233 project indicating that the transfer is complete.
6. The increased budget and the receipts will be visible in WISDM.
UW Foundation Fund to 233 UW Gift Funds Process (pdf)
For more information, see the UW Business Services How To Request Funds from UW Foundation to University Fund 233 Projects page.
Educational grants
Educational grants usually come from companies offering an educational activity by supplying:
- Equipment
- Supplies
- Money
If the department is interested in offering continuing medical education (CME) credits they have the option of working with the Office of Continuing Professional Development (OCPD), which will, for a fee, work with the company to provide CMEs.
Before applying for an education grant please contact Ray Bailey, contracts@med.wisc.edu, to be sure that this grant will be considered educational, and not research.
Complete the review template, or contact Ray Bailey if a template is needed, and send for review to contracts@med.wisc.edu. Upon completion, Ray will have Ken Mount sign and return the agreement to the department to send back to the company. The company will issue a check made out to “University of Wisconsin System,” which will be routed on a gift routing form.