Corporate and Foundation Relations

The UT Southwestern community is driven by our mission of promoting health and a healthy society that enables individuals to achieve their full potential.

Overview

UT Southwestern's Corporate and Foundation Relations (CFR) team:

• Manages charitable foundations, corporate donors, and applications across UT Southwestern to support capital, research, clinical services, and education initiatives. 
• Partners with faculty (PIs) and gift officers (fundraisers) to submit competitive applications to corporate and private foundations.
• Possesses specialized skills and manages relationships to improve application success and the proposal process.
• Works with all departments to determine the best pathway for a proposal or letter of inquiry

Our team

Kelly Thomas
Senior Director of Philanthropic Strategy

Dallas Guill
Director of Development

Matthew Foster
Director of Development

Dave Shallenberger
Director of Development

Yuriko Tran
Development Coordinator

For Faculty

• Process/Timeline

  Pre-Award

  1. Contact the Corporate and Foundation Relations team and share RFP details
  2. Submit an E-Grants New Funding Submission
  3. CFR connects with the PI to share the internal timeline and RFP details
  4. Share PI login credentials or have PI add us to the online application as admin/collaborator
  5. PI should share a final draft of grant materials (proposal, budget/justification, lay summaries) a minimum of two weeks prior to the funder’s deadline
  6. CFR completes three reviews, including two that are scientific, and secures institutional approvals
  7. Once approved, either the CFR team or PI will submit the proposal/application to funder

  Post-Award

  1. If PI receives the funding notification, they should contact the CFR team as soon as possible
  2. Any agreement, award letter, and report templates should be shared with CFR contact
  3. CFR will work with the Gift Administration to review grant agreement, contact funder for redlines (if necessary), obtain institutional signature, and submit agreement to funder
  4. Gift administration will work with a department’s finance team to transfer funds into the correct COA (Process may take up to 2-4 weeks)
  5. Any NCE requests must be discussed with the Development Office – CFR team will coordinate
  6. DAR Reporting team will work with you and the PI to review and route interim/final reports for review
• Resources
  1. SPA Private Sponsor List
  2. Sign up form to get on the SPA newsletter
  3. Pivot
  4. Egrants

Work with us

Contact the Corporate and Foundation Relations team or send your questions to cfr@utsouthwestern.edu.