What will I need to complete the Research Gift Intake Form?

The Research Gift Intake Form is used by the UDAR Fund Management and Gift Services teams to review research gift documents and accept the gifts for processing. The form requests the information needed to ensure that a transaction  can be accepted by UC Berkeley as a gift and will comply with relevant University policies and guidelines, as well as IRS rules.

  • Name of funder and amount

  • Check or wire number (if a gift has already arrived)

  • The fund number to which the gift should be placed

    • ​​If a new fund needs to be set up for this gift, please provide the appropriate Department ID and Chartfield 1 or 2.

  • Gift/Award Letter - This could be an externally generated letter, email notification of award, or other email or document stating that a gift is being made.

    • If a letter is not provided by the donor, a research gift agreement can be requested via the Research Gift Intake Form.

  • Completed proposal or application for funding - This could be a completed application form requesting funding, a formal or informal proposal that was submitted to the funder, or communication with the funder discussing the nature of the gift. This is not necessarily a proposal you would upload to Phoebe (the proposal approval portal for projects going through the Sponsored Projects Office or the Industry Alliances Office). Rather, it is the communications between the PI and funder about the research and gift.

  • Call for applications - This is the funder's call for nominations or call for proposals. Please include the funder's submission guidelines.

To submit for research gift processing:

  • Signed 700-U Form (Statement of Economic Interests for Principal Investigators) - Required for gift processing. 

    • A copy of the completed 700-U should also be submitted to the Conflict of Interest Office

    • Positive disclosures should come with the Conflict of Interest (COI) determination notification and related backup.



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