Gift Processing
Page Contents
Gift processing is necessary when an individual or organization makes a donation or gift to UC ANR. The Principal Investigator (PI) on the project or program receiving the gift or donation is responsible for communicating with the donor and for submitting the Statement of Cash Collections (SCC) and the Tender of Gift Form to the UC ANR Business Operations Center (BOC) upon receipt of the gift.
Frequently-Asked Questions
What is the difference between a gift and a grant?
Please visit the UC ANR Office of Contracts and Grants website for information on Gifts Versus Grants.
How should a County Director accept gifts?
The Official Acceptance Letter goes to the entity (maker of check) who releases funds to the University.
If the gift is for a County Director (CD)'s program, the CD sends a Tender of Gift Package to BOC. If the gift is not for a CD's program, and the gift is for less than $20,000, the CD can sign the acceptance letter.
See the UC ANR Policy & Procedure Manual 206 -Appendix I: Flowchart for more information.
Statement of Cash Collections (SCC) & Tender of Gift
What forms do I need to fill out when someone makes a donation to UC ANR?
SCC and Tender of Gift Forms
What goes in an SCC Packet?
Submit the following documents to the Business Operations Center (BOC):
- Original Donor Letter
- Principal Investigator (PI)'s Thank You letter to donor (optional)
- County Director (CD)'s Acceptance Letter for donations < or = $20,000.00
- Check copy (routing #s redacted)
- Various Donors Info Sheet (if applicable)
- Original Completed 700-U (if applicable)
- SCC Form
- Tender of Gift Form
When does the PI need to submit the SCC Packet?
Once the PI deposits the check(s), the PI should immediately create the SCC packet and submit it to their BOC Business Partner Team.
What information will I need to fill out the Tender of Gift Form?
- Donor information as printed on check
- Donor representative (if different from the person who signed the check)
- PI confirmation of thank you letter sent
- Recipient information
- County/REC/Statewide Program
- Gift amount and date received
- Check information
- ANR Chart of Accounts where PI wishes the gift to be deposited
- Gift purpose
- PI and Director signatures
What is the process if an individual or company wants to sponsor UC ANR? I.e. they want to: give funds for a group to attend an event; pay for an event or item, etc.
This is considered a gift. Follow the same processing guidelines as for a gift or donation.
Which UC ANR Policies govern which aspects of gift acceptance and processing?
UC ANR Policy & Procedure Manual (PPM) 206
Cash Gifts
In-kind gifts?
Research Gifts
Endowments