Requesting Charitable Donations and Contributions

Supported by the Chancellor’s Office, CGR established this review and approval process to ensure that contributions align with the University’s public service mission. UCSF departments wishing to contribute to a non-profit organization must follow this process.

Important: Before committing to a contribution or donation, please complete the review and approval process outlined below.

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
   1. Fill out the Charitable Donations or Contributions Request for Approval form.
2. Attach Required Documentation
   1. 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 the SUBMIT button to send the form directly to Edward Samayoa, Business Operations Manager for the Office of Communications. Edward will review your submission for completeness and route it through DocuSign for the necessary approvals.
   Important: Step 4 occurs after DocuSign completion.
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 Supplemental 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.

• Requests of $10,000 or less
  Require approval from Ellie Rossiter, 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 program for charitable giving to non-profit organizations, please contact Edward Samayoa, Business Operations Manager, or Michael Fortes, Director of Office Operations.