Philanthropic Foundation

The CSUDH Foundation provides financial accounting and disbursement for the Philanthropic Foundation of the University. Below you will find useful information, such as forms, policies, and instructions which will assist in working with your Philanthropic Account. To learn more about the Philanthropic Foundation, please visit their website here or to make a gift to the University, please follow the link below.

Step by Step Instructions for your Philanthropic Account

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Philanthropic Foundation Finance Forms

Name	Description	Revised
Billing and Invoice Request	For Invoicing Stateside (CSUDH University) or Outside Entity Accounts	10/12/2018
Check Request	Use this form to request payment to a vendor or for requests for reimbursement	10/12/2018
Community Relations Approval	Use this form to gain approval for community relations reimbursements	08/31/2018
Daily Mileage Log	If you are using your personal vehicle for CSUDH or Foundation use, please fill out this form to gain mileage reimbursement	03/18/2019
Deposit Memo	Utilize this form when making deposits with the Foundation	08/31/2018
Direct Deposit and DirectPay Signup	Sign up for Direct Deposit and Direct Pay using this form.	08/30/2018
Fund Transfer Request	To make transfers to and from Foundation Accounts	02/06/2019
Guidelines for Classifying Independent Contractors	A list of guidelines for classifying independent contractors	05/24/2018
Independent Contractor Process Approval Form	If you are paying an independent contractor, you must fill out this form to certify them as such.	08/31/2018
Insurance Requirements for Most Contracts	A list of insurance requirements for most contracts with external vendors	05/24/2018
International Travel Request	If you are travelling internationally, fill this form out prior to travel to receive authorization or to receive an advance	08/31/2018
OneSolution User Account Setup	If you, or a member of your team, needs access to a OneSolution account, or you need to remove access to an account, please fill out this form.	08/31/2018
Philanthropic - Account Application	Setup a new account for Philanthropic with the CSUDH Foundation	04/22/2019
Philanthropic - Renewal Revision Philanthropic Foundation Accounts	Change signers or renew your Philanthropic account with the CSUDH Foundation. Supersedes any past account applications	10/12/2018
Philanthropic - Request to Update Allowable Expenditures	For restricted accounts, use this form if the donor intent on your account has changed	10/12/2018
Purchase Justification Form	Before making a purchase, fill this form out and submit it to the Foundation	11/27/2018
Purchase Order	Fill out this form when you need to execute a purchase order	08/31/2018
Request for Exception from Catering Policy	Catering on campus MUST be through Dining Services, if you wish to request to use an outside catering service, fill out this form.	11/27/2018
Return Process Form	How to make returns from a purchase	10/15/2018
Stipend Certification and Payment Request	Fill out this form to request a stipend.	03/20/2019
Student Support Notification Form		11/27/2018
Student Travel Wavier	Students that are travelling with the Foundation (non-ASI travel) should fill out this waiver form prior to travel	08/31/2018
Travel Authorization and Advance	If you are travelling, fill this form out prior to travel to receive authorization to travel or to receive an advance	04/02/2019
Travel Expense Reimbursement and Travel Advance Reconciliation	After travelling, use this form to request a reimbursement or to reconcile your travel expenses	08/30/2018
Vendor Data Record	Each vendor must fill out this form so that the Foundation has their information on file	05/24/2018

CSUDH Foundation

Step by Step Instructions for your Philanthropic Account

Philanthropic Foundation Finance Forms

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