L&S Gift Subject : Main Overview
Main overview for gift management in L&S. Last updated June 2026.
Overview & related links
- L&S Gift Management: UW Foundation Policy Overview
- L&S Gift Management: UW System Trust Funds Overview
- UW Foundation
Subject Matter Experts (SMEs) for Gift Management in L&S
Jana Valeo, Financial Manager, jrvaleo@wisc.edu
Amanda Mahr, Budget Planner II, amanda.mahr@wisc.edu
Annie Powers, Budget Planner II, annie.powers@wisc.edu
Service email: budgetoffice-gifts@ls.wisc.edu
Communication
The table below contains a collection of messages shared with this group.
| Date | Email subject & message |
|---|---|
| 7/30/26 | Upcoming Requests from WFAA |
| 1/15/26 | Follow-up to Strategic Financial Planning | Due March 15, 2026 News item: Strategic Financial Planning for Gifts & Professorships |
| 12/2/25 |
No UW Foundation disbursements weeks of 12/8 and 12/15 New item: No UW Foundation disbursements weeks of 12/8 and 12/15 |
| 11/14/25 | L&S Gift ART Updates and Initiatives |
| 8/13/25 | WFAA Website Issues |
| 7/22/25 | Update on Gifts Post Workday Go-Live |
| 6/12/25 | UW Foundation Transfer Deadline Passed |
Disbursements and other UW Foundation Requests
L&S Gift Management FormInstructions
- 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
Request UW Foundation Access
Request UW Foundation AccessInstructions
Other Processes & How-tos
- Request new worktags or edits to existing worktags: L&S Gift Worktags
- L&S Gift Management: Depositing Check Donations
- L&S Gift Management: Gifts in Kind
- L&S Exercise: Planning Allocation Memo for UW Foundation Accounts