Strategic Financial Planning for Gifts & Professorships

Posted: 2026-01-20 12:49:22 Expiration: 2026-03-17 12:49:22

233 WFAA gift fund planning memos, professorship nominations, and a required survey are due March 15, 2026.

L&S Chairs/Directors and Unit Administrators have been sent spreadsheets with their WFAA Foundation Funds and Professorships:

Actions required by March 15, 2026:

Planning Allocation Memo for UW Foundation Accounts: L&S Units will draft a brief memo describing any commitments or issues related to Foundation resources that are not reflected in Foundation reports.; Instructions: https://kb.wisc.edu/ls/page.php?id=157905
Professorship nominations: Departments should review the professorship spreadsheet they receive and submit nomination materials for any professorships that are expiring and will be renewed or reissued.; Nomination Form: https://forms.cloud.microsoft/r/3EVys1gPyR; Related KB: http://kb.wisc.edu/ls/internal/28856
Professorship process survey: Units are also asked to complete a short survey about the administration and use of professorships.; Link to survey: https://forms.office.com/r/RKNFLyWBRk

Please direct questions to Jana Valeo

-- L&S KB: Amanda Mahr