Gift

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...

Should I send a chancellor letter?

How do I steward a major gift from a foundation or corporation? Is it the same as stewarding a major gift from an individual donor? When should I send a chancellor letter?

Stewarding corporate and foundation gifts rarely calls for a chancellor letter. It is nearly always at the discretion of the individual fundraiser and/or program director, when one or more of the following criteria is met:

The gift amount is $1M+ The chancellor and the president of the foundation having met It is meaningful for the chancellor to personally author the letter If the unit feels it necessary to send a stewardship letter, it is always recommended that it is sent by the director or program lead. The chancellor letter is held to strict standards the require at least one of...

What is a gift?

UDAR is the only unit on campus who 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 make the donation.

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....

How do I distinguish between a gift or a grant?

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

UCOP has more detailed guidelines here...