How To: Complete a Gift Transmittal
Before You Start
- The Gift Transmittal must be initiated in Gift Transmittals before the Gift Transmittal can be completed. See How To: Initiate New Gift Transmittal.
- If you initiated the gift and are completing the Gift Transmittal, start with Step 4.
- A completed Gift Transmittal must include the following documents. 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)
- An email will be sent to the faculty member if a COI document is needed in OPACS
- Payment type information: check, wire transfer, securities, credit card payment, cash
Step 2 – Find the Gift Transmittal
From Gifts Home Page
Using Gift Inquiry
Step 3 – View Uploaded Documents (upload additional documents if needed)
Note: Upload file format must be pdf. The file names of documents for upload cannot contain special characters and blank space.
Step 4 – Specify New or Existing Account Information
Deposit Gift in a New Account / Fund
Deposit Gift in an Existing Account / Fund
What's Next?
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The status of the Transmittal Form is changed from "Incomplete" to "In Review" and can be found in the "GIFT TRANSMITTALS IN PROCESS" section on the "Gifts Home" page.
- If you selected "Yes" or "Detailed" to certain questions in the Questionnaire section, a "Rejection Notification" window will display with the following instructions after clicking the "Save and Submit" button.
- Contact your School / Unit OSR Senior Contract and Grant Officer by first selecting "Office of Sponsor Research" from the "ORA Office" drop-down list, then your office from the "Office Group" drop-down list on the Staff Directory page of the "Research Administration" web site.
- If you have received a check, please send it to the identified officer. After the OSR Officer has received the check, it is their responsibility to investigate and initiate any required sponsored proposal or awarding procedures.