Gift

What is a research gift?

Research gifts are those directed to a specific research topic or project led and/or managed by a specific principal investigator (PI). While some fundraisers do certainly work on and solicit research gifts, many are brought in directly by faculty. A research gift may come about as the result of a faculty member being invited to submit a proposal to a funder, or even as a result of a faculty member giving a talk. Most, but not all, research gift donors are corporations or foundations. Research gifts differ from other gifts in a few ways:

Back-up for all research...

What is a gift?

UDAR is the only unit on campus that can accept and sign gifts on behalf of the University of California, Berkeley.

In general, gifts are given with no expectation of anything tangible or intangible in return.

Gifts are motivated by philanthropic intent, i.e., the donor intends to donate.

While a donor can give to a specific purpose, including a research project, gifts to research should not include a line item budget and/or the requirement for detailed financial accountability back to the donor.

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4. What is a Research Gift?

Research gifts are those directed to a specific research topic or project led and/or managed by a specific principal investigator (PI). While some fundraisers do certainly work on and solicit research gifts, many are brought in directly by faculty. A research gift may come about as the result of a faculty member being invited to submit a proposal to a funder, or even as a result of a faculty member giving a talk. Here is the link to the Research Gift Intake Form...

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...

When do I need to complete the Research Gift Intake Form?

A research gift agreement needs to be drafted

A UC Berkeley research gift agreement can be drafted by the UDAR Fund Management team when requested by the donor, to establish new gift terms, and/or to confirm gift intent.

Award Letter- A funder sends an award letter regarding a PI's research gift

Some of these letters may require an award agreement to be signed by UC Berkeley in order to issue gift payment. Complete the Research Gift Intake Form to collect campus signatures.

Research Gift Money- A funder sends...

Gifts Versus Grants

What is a Gift?

A gift is a donation made with no expectation of anything tangible or intangible in return.

Key Characteristics of Gifts: Motivated by philanthropy – The donor gives with charitable intent. Can support a specific purpose (e.g., a research project), but: Should not include a line-item budget or require detailed financial accountability to the donor. Research gifts are subject to a 13%...

How do I distinguish between a gift or a grant?

Visit the Gifts vs. Grants Eureka page or the Research Office guidelines.

The University of California Office of the President (UCOP) offers more detailed gift versus grant guidelines:...

3. How do I distinguish between a gift and a grant?

Gifts may be given for specific purposes, including research projects, but funding is provided with the intent that the campus has broad flexibility to use it for that purpose. Grants, on the other hand, may be given for specific research or operating support, and are often outlined by a very detailed scope of work and time frame. Like gifts, grants benefit Berkeley by supporting activities that relate to the University’s mission of teaching, research and public service.

Visit the...

Research Gifts

What are Research Gifts?

Research gifts are those directed to a specific research topic or project led and/or managed by a specific principal investigator (PI). While some fundraisers do certainly work on and solicit research gifts, many are brought in directly by faculty. A research gift may come about as the result of a faculty member being invited to submit a proposal to a funder, or even as a result of a faculty member giving a talk. Most, but not all, research gift donors are corporations or foundations. Research gifts differ from other gifts in a few ways...

1. What is a Gift?

In general, gifts are given with no expectation of anything tangible or intangible in return. Gifts are motivated by philanthropic intent, i.e., the donor intends to make the donation. UDAR is the only unit on campus who can accept and sign gifts on behalf of Berkeley. Read more about who can accept gifts.