An Account Transfer is used to transfer funds from one CSFPF account to another.
Change Fund is used to make change at approved fundraising events and other events where the CSFPF serves as the fiscal agent.
Please work with your unit's development office to complete a Change Fund request.
Faculty and Staff Award
Faculty and staff may be awarded cash or cash equivalent in acknowledgement of noteworthy work-related or academic accomplishments
- Please complete a foundation requistion request form (see Procurement/Requistion Request section for form)
Foundation Credit Card Program
The Foundation Card provides a simplified method to acquire small dollar purchases of approved goods or supplies outside of the formal Procurement Process.
- Foundation Card Approving Official Form
- Foundation Card Issuance Form
IT Purchase Policy
Any related purchases need to adhere to the IT purchasing policy.
The Procurement Process facilitates the purchases of goods or services requiring, but not limited to: contractual agreements, legal interpretation, liability risk, hazardous materials, international contracts.
Instructions / Training Guides
COVID-19 Refund Form
A COVID-19 Refund is a request to refund an individual or entity due to a cancellation of an event. The form and supporting documentation must be submitted via email to email@example.com for credit card refunds or firstname.lastname@example.org for check refunds.
The Scholarship Distributions is a request to distribute funds to a scholarship recipient.
Special Consultant and Payroll
CSFPF provides no payroll services. The Special Consultant Pay and Payroll Reimbursement is for paying individuals already employed by the University or another Auxiliary.
The Foundation Deposit is required for, but not limited to, charitable funds received.
Payment devices applies to all university employees collecting payment via electronic devices (i.e. verfiphone, terminals, SREDS)
- Please work with your units development office to initiate the approval process for a payment device.
Request for Invoice
A Request for Invoice (RFI) is a request by CSUF personnel to generate a bill or invoice for an external (organizations not related to CSUF) or internal (CSUF unit, department, college, the University (CSUF,) and or its auxilliaries (ASC, ASI)) entitity.
General Foundation Information & Forms
Cash Management is to ensure cash and cash equivalent is appropriately handled and document.
A Fundraising Event is conducted through CSFPF, as it relates explicitly to accepting charitable contributions for a declared purpose from entities solicited on behalf of the University.
Please work with your unit's development office to initiate the approval process for a Fundraising Event.
Instructions / Training Guides
To create a new Foundation account with a gift or gift agreement, please contact Advancement Services at (657) 278-2118. Signers on the account must be at a director level or above, and each division head must approve the establishment of a new Foundation account.
Changes to an existing account will be processed through the Account Signer Update Form and sent directly to the Foundation at CP-850.
Exception to Policy Form
Exception to Policy is considered on a case by case basis. All requests must be approved by CSFPF prior to any action.
Delegation of Signature Authority
The Delegation of Signature Authority is used to delegate an Administrator’s authority to another with sufficient knowledge of CSFPF Policies and Procedures.
Note: A copy of the CSFPF approved "Delegated of Signature Authority" is to be attached to every request authorized by the delegate.