Topics Map > Budget & Finance > Gifts & Trust
L&S Gift & Trusts Management: Main Overview
Main overview for gifts & trusts in L&S. Last updated September 2024.
Contacts in L&S Budget Office
- Service email for Gifts: budgetoffice-gifts@ls.wisc.edu
- Jana Valeo, Budget Office Financial Manager
- Annie Powers, Budget Planner II
- Amanda Mahr, Budget Planner II
Communication
- Emails sent by the L&S Budget Office are saved here: L&S Budget Office Communications & Office Hours
- 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 Resources
- L&S Form: 161 & 233 Project Management
Information on specific funding
- Professorships and Awards in L&S: Campus Awards
- L&S Professorships and other awards and grants
- 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 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