· Gift Processing Steps STEP PROCEDURE WHO PERFORMS 1. The mail is opened and donations are sorted out. 2. Donations are forwarded to Development. 3. A tape is run on the daily total. The total is noted on the batch cover sheet. 4. Copies of checks are made. Check copies are kept with gift documentation. 5. An extra two copies are made of . Receiving and Processing Gifts. Last updated on: 03/19/ Formerly Known As Policy Number: This Guide Memo describes the various types of gifts accepted by Stanford University and the procedures for handling them. Authority: . CALIFORNIASTATEUNIVERSITY!STANISLAUS! Division!of!University!Advancement!!! RevisionDate:!8/5/! Page6! inthealumnus’www.doorway.ru File Size: KB.
Receiving and Processing Gifts covers documentation required by the Office of Development and special instructions for handling various types of gifts, especially during fiscal and calendar year end. Acknowledgement of Gifts instructs how to generate official gift receipts and thank you letters. includes the gift date, amount, and type; the solicitor responsible for obtaining the gift; and the campaign, fund, appeal, and package to which the gift is designated. Gift re cords are designed to store all information relating to a. For a broad overview of the gift processing procedure, refer to the Gift Processing Flowchart attached to this policy. Gift Receipt Process The Operations Support Associate (OSA) is assigned to opening the mail and shall organize all items pertinent to gift processing, as follows: 1. Date stamp all documents received with the gift. 2.
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