Review date
Responsible office
Budget and Resource Management

Definition

  • Money, securities or other property given with donative intent
  • Terms are reviewed by Development Office to ascertain that funds are truly gifts and not contracts or private grants. Frequently a discussion with Office of Sponsored Research is required to accurately allocate support.
  • Voluntary and, except for planned gifts, non-reciprocal
  • The Statement of Economic Interest Form (700-U) must be completed when a research gift is given to the University of California San Francisco or to the UCSF Foundation from a non-governmental entity for a specific research project or for the use of a specific faculty member. Gifts from non-individuals require a confirmation of purpose from the donating organization.
  • Gifts from industry of $10,000 and higher require a Conditions of Gift Award Letter or other acceptable fully-executed agreement.
  • Contractual considerations such as intellectual property rights may not be involved.
  • Donor may not prescribe the method of performance or investment of a gift.
  • Donor may inquire how funds have been spent.
  • If spent in accordance with donor wishes, gifts are non-returnable and there is no specified period of time associated with them.
  • May be provided to directly support campus programs. May be in the form of a bequest.
  • Made to either the UC Regents (directly to UCSF) or to the UCSF Foundation.
  • Earn STIP until used for donor-intended purpose (STIP accrues to core funds, not the department. STIP is not calculated at the individual gift fund level). Must be transferred to Regents funds for expenditure.
Examples
  • Gifts to support faculty instruction and research effort, departmental activity, capital projects, or scholarships.
  • Gifts for fundraising events.
Overhead Consideration
Policy
Review Department/Signature Authority

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