Acceptance of Trustee Form by yni18977

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									                 General Instructions for the Gift Transmittal Form
         Questions about the proper completion of this form should be directed to the
         Gift Processing Coordinator, Ext. 2-6362.
         Location:
         CNA Building, 55 East Jackson Blvd
         18th Floor

         PLEASE REFER TO GIFT ACCEPTANCE AND PROCESSING POLICY FOR FURTHER DETAIL

         Accurate completion of this form is the first step to ensure that:

                    The donor receives credit for the gift.
                    The gift reaches the proper account.
                    Advancement issues a legal receipt and a timely acknowledgment.
                    Administrators receive complete reports on donors and gift revenues.

         Please provide clear instructions on as much information as you can.

         To be recognized as a charitable gift, receipted and acknowledged, the gift must be
         entered in the BSR Advance System by Gift Processing in The Advancement Division.

         Per University policy, here are the procedures:

         1. Complete the Gift Transmittal Form when a gift is received in your office.
            Attach the check and the complete donor correspondence, including the
            postmarked envelope if the gift was mailed.

         2. Contact the Gift Processing Coordinator at 2-6362 or the Director of Gift Processing at 2-5651 to notify
            him/her of the gift and receive further instructions

         3. If you are in the Loop, please deliver the original Gift Transmittal Form, check, and any original
           donor correspondence directly to the Gift Processing Coordinator, Advancement Division, 55 E. Jackson,
           18th Floor. If you are in Lincoln Park, please deliver the transmittal and all gift documents to the Cashiers Office,
           Schmitt Academic Center, Room 101, in a sealed envelope labeled "Gift Processing, Loop Campus." You can
           make copies of all documents except for checks and credit card numbers for your own records.

         Regarding gift/pledge restrictions:

         The Internal Revenue Service requires that a gift be considered unrestricted
         unless accompanied by a written statement of the donor's intention. Please be
         sure to attach the appropriate correspondence or form indicating the donor's
         intentions.




12/2/2010
Advancement
                                                     DePaul University - Gift Transmittal Form
PLEASE NOTE: GIFT MUST BE POSTED ON ALUMNI\DEVELOPMENT SYSTEM TO BE CONSIDERED A CHARITABLE CONTRIBUTION.
        SEE REVERSE SIDE FOR INSTRUCTIONS AND IF YOU SHOULD HAVE ANY QUESTIONS, PLESE CALL EXT. 2-5651.

Donor Information (PLEASE PRINT)


Name:                                                                                                    Donor Type:
            (as printed on check)                                                                          Alumnus/a                     Corporation
Address:                                                                                                     Spouse of Alum              Foundation
City:                                               State:               Zip:                                Friend                      Corp. Matching
 Home Phone:                                         Work Phone:                                             Faculty/Staff               Association
                                                                                                             Trustee                     Religious Org.
                                                                                                             Student                     Other
Employer (or Contact Person):
(If donor is an organization, place the name of the organization's contact person above.)


Employer Matches Gifts:                     Yes              No
Matching Gift Coordinator:
Giving Information
Type:                                                                           Pay Method:                           Pay Category:
        Gift $                                                                     Personal Check                         Check
        Matching Gift        $                                                     Company Check                          Cash
        Pledge $                                                                   Cashier's Check                        Securities
        Pledge Payment $                                                           Cash                                   Gift-in-Kind
        Payroll Deduction$                                                         Credit Card                        Assets Donated     $
         (Amount per pay period)                                                   Company Product                    Donor Valuation    $
Pledge Terms or Split Giving Details:                                              Electronic Transfer
                                                                                   Transfer Date:                     Services Donated $
                                                                                                                      Donor Valuation    $

Donor Instructions/Restrictions: (Provide all pertinent information: donor restrictions, soft-credit instructions, ADS fund
code, reporting requirements, renewal dates, planned giving details, etc.)




Goods or services received by the donor (from the university) as a result of this gift (premiums).
Description of Goods or Services                                                                                          Value $

Acknowledgment Letter(s)
A standard receipt and letter will be sent to the donor after every gift or payment is posted on the Alumni/Development System.

If additional acknowledgement is appropriate, please indicate below:
                                                                                                     will send an acknowledgement letter to the donor
        with cc to                                                                                                                                               .

        Development should send an acknowledgement letter signed by
        with cc to                                                                                                                                               .

        An acknowledgement letter has been sent and a copy is attached to this gift transmittal form.




Prepared By:                                                                Department:                                                                   Ext.
Date:                                                                     cc:

(For Development Office Use)                       Donor's CID#:                              Appeal Code:                                    Program Code:

                                                   Create a new donor record on CS Advance?                  Yes          No                 Allocation Code:

								
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