GIFTS

Gifts made to the UCI Foundation must be processed through the UCI Foundation Accounting Office located at 4199 campus drive, suite 400UT.

Checks:

• Prepare a Gift/Pledge Acceptance Form providing all the donor information as well as the Foundation account information.
• Attach the original check, a copy of the check, the donor letter, an SEI if required, and a copy of the thank you letter. This documentation is required.
• Forward to the UCI Foundation Accounting office for deposit.

• Prepare a Gift/Pledge Acceptance Form providing all the donor information as well as the Foundation account information.
• Attach the original pledge card, response card, or etc. which was received with the request to charge the credit card with the original signature, the donor letter, and a copy of the thank you letter. This documentation is required.
• Forward to the UCI Foundation Accounting office for processing.

• Wire transfers can be made directly to the UCI Foundation bank account. Please contact the UCI Foundation Accounting office for wire instructions.
• Prepare a Gift/Pledge Acceptance Form providing all the donor information as well as the Foundation account information.
• Attach the donor letter, an SEI (if required), and a copy of the thank you letter. This documentation is required.
• Forward to the UCI Foundation Accounting office for processing.

• Cash must be hand delivered to the UCI Foundation Accounting office and receipted.
• Prepare a Gift/Pledge Acceptance Form providing all the donor information as well as the Foundation account information.
• Attach the donor letter, an SEI (if required), and a copy of the thank you letter. This documentation is required.

A donor may make a gift of securities to the UCI Foundation:

• Hand delivery of properly endorsed stock certificates
• Stock certificates delivered via mail with a properly endorsed stock power sent under separate mailing.
• Transfer of securities to the UCI Foundation Broker

A Gift of Securities Notification must be completed by the donor and sent to the UCI Foundation. The gift will be recorded on the day of receipt by (or transfer to) the UCI Foundation. The value of the gift is based on an average of the high and low of the security on that date.

The UCI Foundation Broker will sell all securities gifted to the Foundation in a timely manner. When the proceeds from the gift are received the cash amount is recorded and a gain or loss is posted to the fund which received the gift.

• Prepare a Gift/Pledge Acceptance Form providing all the donor information as well as the Foundation account information.
• Attach the original Gift of Securities Notification, the donor letter, an SEI (if required), and a copy of the thank you letter. This documentation is required.
• Forward to the UCI Foundation Accounting office for processing.

Money received as part of activity to support development at UCI where good and/or services are provided to the donor such as:

• the portion of tickets for special events that covers meal costs
• luncheon fees (cost covers meal)
• auctions
• opportunity tickets

• Prepare a Program Revenue Transmittal form providing all the donor information as well as the Foundation account information.
• Attach the solicitation material, response card, or other material which was received and original check and copy of the check , original credit card request form with signature or cash. This documentation is required.
• Forward to the UCI Foundation Accounting office for processing. If cash is received it must be hand carried to the UCIF accounting office and receipted.

Calendar Year

Each year a deadline is posted by which the Foundation must receive a gift for the donor to be receipted in that calendar year. Any check received by the Foundation after January 1 must be accompanied by a postmarked envelope dated December 31 or prior to be counted in the prior calendar year. Credit Cards received after December 31 will not be counted in the prior calendar year.

EX:

check dated December 30, 2003
check postmarked December 31, 2003
check received January 2, 2004
Gift will be counted in the 2003 Calendar year