L&S Gift Management: Main Overview

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:

• Professorships_Dept Name.xlsx
• UWF Balances_Dept Name.xlsx

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

Jana Valeo, Financial Manager- Gift Management

Art assignments are listed on this document: Art Assignments and Vacancies

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

David Olmos, olmos2@wisc.edu

Sherry Adamson, sherry.adamson@wisc.edu

David Pettersen, dpettersen@wisc.edu

ART 5

David Pettersen, dpettersen@wisc.edu

Iain McLoughlin, imcloughlin@wisc.edu

Service email for Gifts: budgetoffice-gifts@ls.wisc.edu