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How To:  Initiate New Gift Transmittal

Before You Start


Note:  Not all gifts are processed using the Gift Transmittals system. See Award Processing Guidelines.

Please do not initiate a Gift Transmittal until you have physical possession of the gift.

Gifts from Highly Anonymous Donors:
Using the Gift Transmittals application will require entering donor names. If the donor(s) does not wish to have their name(s) recorded anywhere in the system, please email Development Services and do not initiate a gift transmittal.

Donor Documentation:
Prepare and scan the following documents and save them to a folder on your local computer as a pdf. Consolidating all documents into one electronic file is recommended.

  • Original donor letter and/or pledge documentation for pledge payments
  • Original, postmarked envelope (required at all times of the year)
  • Payment type documentation: check, evidence of wire transfer, securities, credit card payment, cash, pledge

Expand All Steps  |  Collapse All Steps

  Step 1 – Log in to Gift Transmittals

  Step 2 – Enter New Gift Details

  Step 3 – Upload Documents and Complete Gift Initiation

Notes:

  • Consolidating all documents into one electronic file is recommended.
  • The file names of documents for upload cannot contain special characters and blank space.
  • The only acceptable file type is pdf.

arrow  Step 4 – Complete Cash Receipt Certification Form (Cash Receipts Only)

For cash receipts, complete the Cash Receipt Certification form and turn in with the cash.


  Step 5 – Deliver Payment and All Backup Documentation to Development Services the Same Day It Is Received

Per University policy, all gifts should be initiated and sent to Development Services the same day they are received. Please see Admin Guide Policy 4.2.1.

 

What's Next?

  • If you chose not to complete the Gift Transmittal Form, the person with appropriate authority listed for the Award Owning Org selected will be notified to complete the form.
  • If you chose to complete the Gift Transmittal Form, you will be routed to the Gift Transmittal Form screen. See How To: Complete Gift Transmittal Form for instructions. The status for this gift can be tracked on your "Gifts Home" page.

 

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