Finance Office

Drop Shadow

Establishing a New Account

If a contribution meets the requirements to become an endowment, you must:

  • Send all copies of signed donor documentation and a copy of the check (or other means of payment) to Rocio Rivera, Restricted and General Funds Accountant, via email (rrivera@sandiego.edu) or inter-campus mail (to Hughes Administration Center 335).
  • Submit the completed Request for New Account form (Excel), along with the documentation mentioned above.
  • Send the actual check (or other means of payment) and original documentation to Jeff Shin in Advancement Services, located in Degheri Alumni Center 312 (DAC312).
  • Scholarship Only: A Banner Fund Code Request form should be completed with the Office of Financial Aid for scholarship awards.

Account Changes

To make changes to an established endowment, we require a letter from the donor(s) or authorized party stating that they are requesting and/or agree with the changes being requested (e.g., purpose, name, account type). The following steps should be followed:

  • Send all copies of signed donor documentation to Rocio Rivera, Restricted and General Funds Accountant, via email (rrivera@sandiego.edu) or inter-campus mail (to Hughes Administration Center 335).
  • Submit the completed Request for New Account (Change) form (Excel), along with the documentation mentioned above.

Please allow three business days upon receipt of all information for proper account set-up or changes. Once completed, a new or revised account memo will be e-mailed to all involved parties.