L&S Gift Management: How to support a student organization

Background: Supporting Registered Student Organizations

L&S departments and programs may support registered student organizations with UW Foundation funds. Funds must be disbursed directly from the UW Foundation to the student organization through a disbursement request. Payments to student organizations are made exclusively via ACH (electronic transfer).

Funds from campus worktags / 233 funding cannot be transferred to the RSO. This process ensures that the student organization's financial activities remain separate from UW, and it provides members with hands-on experience managing their own finances.

Process: Payments to Registered Student Organizations

• Verify that the organization is registered: https://win.wisc.edu/organizations
• Complete the Disbursement Request; instructions are below.
• Download and complete the 'Five Questions for Student Organizations' form
• Upload both documents to the L&S Gifts form

Disbursement Request - Student Org

• Log into "Gift and Fund Management" on the UW Foundation's website: https://uwadvancement.org/
• Navigate to "Fund Management" > "Disbursement Request"
• Complete the prompts
  1. Requester info
     • Add your name, phone number, and email address.
     • Select Letters and Science, and your Department name.
  2. Expenditure & Payee Info
     • Purpose of Expenditure: Add any additional info that will help you keep track of the purpose. No justification is required for these transfers; they are up to the discretion of the department.
     • Payment type: Other
     • Vendor name: Name of RSO
     • Electronically Deliver Payment to:
       • Name: Financial Contact for the RSO
       • Deliver to / Attention: Name of RSO
       • Address: Campus address for the RSO (often listed for the RSO on https://win.wisc.edu/)
  3. Fund number: Select the Foundation account(s) and the amount to be disbursed.
  4. Review & Print: save the .pdf
• Collect Signatures
  • The first line should be signed by someone with financial oversight at the department. This may be the Chair/Director, Associate Chair, or Department Administrator, depending on the unit’s internal practices. 
  • The second line is for L&S Gift Manager

Related Links

• Student Organization Resource & Policy Guide
• UW Foundation's Instructions: How to Complete a Check Request
• Request access to the UW Foundation: L&S Gift Management: UW Foundation Policy Overview

L&S Contacts