Contacts in L&S Budget Office

• Service email for Gifts: budgetoffice-gifts@ls.wisc.edu
• Jana Valeo, Financial Manager- Gift Management
• Gift Managers. Assignments are listed on ART Assignments and Vacancies. 
  • Alisenne Sumwalt, asumwalt@wisc.edu
  • Amanda Mahr, amanda.mahr@wisc.edu
  • Annie Powers, annie.powers@wisc.edu
  • David Olmos, olmos2@wisc.edu
  • David Pettersen, dpettersen@wisc.edu
  • Iain McLoughlin, imcloughlin@wisc.edu
  • Sherry Adamson, sherry.adamson@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: How to transfer UW Foundation funds to a 233 Project
• 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 ResourcesL&S Gift Management: Form 161 & 233 Project Management

Information on specific funding

• Professorships and Awards in L&S: Award Deadlines
• Professorships and Awards in L&S
• L&S Halls Visiting Scholar Fund
• L&S Vilas Distinguished Achievement Awards (VDAP)
• UW-Madison Anonymous Fund Guidelines

Recommended Training

L&S Budget Office staff are available to meet with departmental staff as needed. Please feel free to reach out to any of the staff listed above or email budgetoffice-gifts@ls.wisc.edu to schedule a meeting.

• UW System Course Catalog
  • Finance topics
  • Payroll topics
• OHR Catalog
  • Courses in the 'Gift Management Training' topic
  • Courses in the 'WISER Training' topic
  • 'Gift in Kind Training', under the Business Services topic