Ucla Investment Company

12400 WILSHIRE BLVD STE 1000 LOS ANGELES, CA 90025-1058
www.uclainvestmentcompany.org

THE UCLA INVESTMENT COMPANY PROVIDES PROFESSIONAL STEWARDSHIP OF INVESTMENT ASSETS ENTRUSTED TO UCLA FOUNDATION FOR THE ADVANCEMENT OF UCLA AND RELATED CHARITABLE PURPOSES

Ucla Investment Company is currently ineligible for donations

What people are saying

"Rounding up my credit card purchases to donate has been the most effortless way to give back – I don’t even notice the extra cents, but they add up to real impact over time. It feels good to know that every purchase I make is also sprinkling a little support on my child’s educational community!”

Myra Blake

RoundUp.org Donor

How it works

Enroll a credit card. Set donation max (optional)

A web page form to capture payment information
Enroll your primary spending card with a Visa or Mastercard logo. Optionally, set a maximum donation per month.

Round ups happen automatically

A web page table with payment history information
Every purchase you make will be rounded up to the next dollar at the end of each month. That total amount will be sent to your designated nonprofit.

Know you’re making a difference

A web page with Thank You displayed prominently
You'll get a tax deduction receipt, and have an opportunity to invite others to support the cause.

Watch how RoundUp.org makes it simple to donate to any nonprofit

How roundup.org works

Security

Your data and identity are secure

  • We never store your credit card information
  • We never receive details of any credit card transactions
  • You can remain anonymous to the nonprofit you designate if you choose.

You are always in control

  • Set a 'maximum' donation per month at any time
  • Change your credit card or the nonprofit you support at any time
  • Cancel at any time.

Real-time dashboard tracks your donation and round up activity

  • Track/view pending donations
  • View your donation history
  • Access tax receipts

Officers, Directors, Trustees, and Key Employees

If this information is incorrect, please contact us at support@roundup.org.

President / Cio

Justin Barton

Corporate Secretary

Michael Marvelli

Investment Director

Raymond Schleinkofer

Investment Director

Joe Bryant

Investment Director

Breanne Eshelman

Director Of Operations

Mioara Larson

Director, Investment Reporting

Bendick Sy

Board Ch AI Rman

Drew Zager

Director

John Mapes

Director

Steven L Klosterman

Director (Thru 4/1/2022)

Gregg Goldman

Director

David Ackert

Director

Cr AI G Ehrlich

Director

Philip Han

Director

Andrea Auerbach

Director (As Of Apr 2022)

Allison B AI Rd James

Chief Financial Officer

Julie A Sina

  • What is RoundUp.org?

    RoundUp.org is revolutionizing the 'round up for charity' movement by allowing any person or company to automatically round up all of the purchases made on an eligible Visa or Mastercard to the next whole dollar amount, and to direct those funds to virtually any nonprofit of their choice. Donors can select from over 1.3 million nonprofits across the U.S., including schools, universities, parent associations, churches, sports clubs, museums, pet shelters, advocacy groups, community service providers, and more.

    For nonprofits, RoundUp.org offers the simplest round-up program available; no sign-up, no extra staff, no expenses, and no technical expertise required. We provide each nonprofit with a ready-to-use QR code and web link to their non-profit page where donors can select the card they want to use to round up for the nonprofit. Nonprofits can promote the link or QR code via email, newsletters, printed material, or on social media. Supporters, whether individuals or businesses, can also share the QR code with their audiences to support the nonprofit even further. RoundUp.org makes predictable, recurring donations brilliantly simple and efficient for nonprofits.

  • How does RoundUp.org work?

    Donors can search for a nonprofit on RoundUp.org or follow a nonprofit-specific URL or QR code. Donors then link their Visa or Mastercard information to start rounding up their purchases into monthly donations. These donations go first to a Donor Advised Fund called Our Change Foundation (“OCF”) which will then send your contribution to the nonprofit you designated, unless that nonprofit is ineligible. On the 1st of each month, RoundUp.org charges the linked card one-time for the total amount of the RoundUps from each purchase made during the prior month. The donation amount, net of fees, is sent to our charitable distribution partner, Our Change Foundation, a United States 501(c)(3) tax-exempt public charity and donor-advised fund, and is made available to the nonprofit for withdrawal within 15 days subject to RoundUp.org’s Terms of Service.

  • Can I help get other people to round up for my favorite nonprofit?

    Absolutely! Every nonprofit on RoundUp.org has a unique QR code and URL that you can share via text, email, or social media, to encourage others to join the cause. And, it's best to get the word out quickly because donors can only support one nonprofit at a time on RoundUp.org.

  • Are my RoundUps tax deductible?

    Yes. We’ll provide tax receipts for your donations, which can be used when filing your taxes.