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FISCAL MANAGEMENT OPERATIONS GUIDE

Documentation and Other Requirements

To ensure appropriate accounting treatment and administration of gift funds in accordance with the wishes of, or agreement with the donor, departments must furnish the Development Services area of the Development Office with the following:

1. Original written correspondence from the donor clearly identifying the purpose or restrictions for the gift.
2. The original check, credit card information, cash received or other gift type.
3. A completed Gift Processing Form.
4. Copies of any other proposals or correspondence to and from the donor.

The above information is necessary for proper processing of the gift, including the assigning of an appropriate account for deposit, gift tracking and gift acknowledgment. The documentation is maintained in the permanent file of the donor in the Development Office.