Documentation

  • Maintain complete documentation on gift budgets so that the department has information needed to spend gift funds in accordance with donor intent.
  • Ensure scholarships and fellowships are awarded in compliance with donors’ intent.
  • Ensure external funds are properly classified.

Reconciliation/Review

  • Verify that the gift receipts sent to Gift Administration and Policy are received and properly recorded to the correct budget.

References

Office of Sponsored Research – Grant Information Memorandum (GIM) 34 Guidelines for Classification of Sponsored Projects and Gifts

Office of Development & Alumni Relations Gift Processing Guidelines