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UCLA and The UCLA Foundation's Disclosure Statements for Donors

To reduce UCLA’s impact on the environment and printing costs, and provide prospective donors with the most up-to-date Disclosure Statements, UCLA has posted this information online. These statements will inform you of how your contact and donor information may be used, the governance of the Foundation, the application of administrative fees, and the management of endowed funds.

Privacy Notice
The 1977 California Information Practices Act requires UCLA to inform individuals asked to supply information about themselves of the following: UCLA is requesting this information to update the general resource files of its External Affairs Department. Furnishing the information is strictly voluntary and will be maintained confidentially. The information may be used by other University departments in the regular course of business, but will not be disseminated to others except if required by law.

You have the right to review your own data file. Inquiries should be forwarded to the Assistant Vice Chancellor - Advancement Services, External Affairs, 10920 Wilshire Blvd., Suite 1100, Los Angeles, CA 90024.

Donor's Consent for Public Acknowledgment
The university is grateful for the support it receives from alumni, parents and friends. One of the ways we express our thanks is by listing the names of donors in Web-based and/or print honor rolls. Should you wish that your name not appear as a donor, please notify donor relations at (310) 794-2447 if you have not already done so.

Fiduciary Responsibility of The UCLA Foundation
The UCLA Foundation is a California non-profit, public benefit corporation organized for the purpose of encouraging voluntary private gifts, trusts and bequests for the benefit of the UCLA campus. Responsibility for governance of the Foundation, including investments, is vested in its Board of Directors.

Administrative Fee on Gifts
The UCLA Foundation and the University of California, Los Angeles apply a one-time administrative fee to all gifts and pledge payments to provide essential support necessary to UCLA's overall operation.  The fee is currently 6.5 percent.

Donor Advised Funds
Gifts for which a donor is entitled to receive any return benefits should be paid by individuals or entities other than a Donor Advised Fund.

Endowments
Gifts are managed and invested in accordance with UCLA’s endowment investment policies. The total return earned in excess of the amount approved annually for payout will be retained in the endowment principal to protect from the effects of inflation and to allow for growth. At the Chancellor’s discretion, when the payout is not needed for purposes of the fund, the return of payout may be added to the endowment fund principal. In the event the fund does not reach endowment minimum; or the program ceases to exist at UCLA, proceeds from the fund will be utilized in an area and manner as closely related as possible to the original intent and purposes for which the fund was established.

Gifts directed to Regental endowments supporting UCLA are invested in a similar way to gifts made to The UCLA Foundation. Additional information is available online.
 
Visit the following link for more information on endowment investments and distributions.

Fundraising Permit
In compliance with the Charitable Solicitation Ordinance in the City of Los Angeles (L.A. Municipal Code Article 4, Section 44), The UCLA Foundation's permit is on file with the City of Los Angeles.

For Medical Sciences Solicitations
If you do not wish to receive further fundraising information from UCLA Health Sciences, please either call us at 855-364-6945 or email us at OptOutUCLAHSD@support.ucla.edu, providing your name, address, phone number and from which department you’re requesting to be removed.

For additional information regarding these Disclosure Statements, please contact donor relations at (310) 794-2447.