Requesting Gift Funds From UW Foundation

It is common practice to request funds donated to UW Foundation and apply them to university projects, often known as University Fund 233 projects.


How to Request Gift Funds from Uw Foundation

Step One: Complete the UW Foundation request form

Complete a UW Foundation Check/ACH Request Form on the WFAA Advancement Resources website.

  • After logging in, this is under the Fund Management tab, “Check/ACH Request”.

Step Two: Complete a Gift Deposit Routing Form

Complete a UW Madison Gift Deposit Routing Form.

  • Enter “UWF” as the donor, and leave the check number and check date blank.

Step Three: Submit the forms to the Dean/Director/Divisional Business Office for approval

Both the UW Foundation Check/ACH Request Form and the UW Madison Gift Deposit Routing Form are submitted together to the Dean/Director/Divisional Business Office for approval.

After approval, the Dean/Director/Divisional Business Office submits both forms together to UW Foundation for processing.

Step Four: UW Foundation prepares and sends disbursement

UW Foundation prepares a disbursement from the UWF fund(s) indicated on the UWF Check/ACH Request Form.

UW Foundation sends the disbursement to UW-Madison Accounting Services via ACH, and provides the Gift Deposit Routing Form to Gift Management.

Step Five: Gift Management routes the disbursement

Based on the information provided on the Gift Deposit Routing Form, Gift Management will create a new Fund 233 project or use an existing Fund 233 project to record the revenue and corresponding budget onto the project. Gift Management also records a Board of Regents notice on the 233 project which generates a notification email the Principal Investigator and department contacts will receive.

Expense Reimbursement

If you need to request an expense reimbursement from UW Foundation visit our how-to guide.

Contact

Accounting Services Location

Accounting Services – Gifts
21 North Park Street, Suite 6225-44D
Madison, WI 53715

Accounting Services- Gift Management email

April Cook
Gift Management Accountant
giftmgt@bussvc.wisc.edu

Wisconsin Foundation and Alumni Associationv (WFAA)
help@uwadvancement.org

Accounting Services Gift Management Phone contact

Phone: 608-262-0726