L&S Gift Management: Main Overview
Main overview for gift management in L&S. Last updated June 2025.
L&S Contacts for Gift Management
Jana Valeo, Financial Manager- Gift Management
- ART 1
- Amanda Mahr, amanda.mahr@wisc.edu
- Jana Valeo, jrvaleo@wisc.edu (L&S Admin only)
- ART 2
- Annie Powers, annie.powers@wisc.edu
- ART 3
- Sherry Adamson, sherry.adamson@wisc.edu
- ART 4
- Alisenne Sumwalt, asumwalt@wisc.edu
- David Olmos, olmos2@wisc.edu
- ART 5
- David Pettersen, dpettersen@wisc.edu
- Iain McLoughlin, imcloughlin@wisc.edu
Service email for Gifts: budgetoffice-gifts@ls.wisc.edu
Communication
- Emails sent by L&S Gift Management are saved here: Communications from L&S Gift Management
- The gifts team maintains an email list (ls-gifts@g-groups.wisc.edu) for messages related to Gift Management. Email budgetoffice-gifts@ls.wisc.edu to add or remove members.
Overview & related links
- L&S Gift Management: UW Foundation Policy Overview
- L&S Gift Management: UW System Trust Funds Overview
- UW Foundation
- Business Services - Gift Routing Forms
Process & How-to pages
- L&S Gift Management: Depositing Gifts, Gifts in Kind, and Gift Acknowledgment
- L&S Gift Management: Disbursements from the UW Foundation
- L&S Gift Management: How to pay a vendor using UW Foundation Funds
- L&S Gift Management: How to support a student organization
- L&S Gift Management: How to clear overdrafts on fund 233 gift accounts
L&S Budget Office Forms
- Request access to UW Foundation: Request Access to the UW Foundation Resources[Link for document 137161 is unavailable at this time]