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Overview
Requestors complete a gift intake form from Gift Central that will create a gift agreement to establish a new fund, amend an existing fund, and establish special terms in the gift commitment.
Steps to complete the gift intake form:
Navigate to Gift Central from Advancement & Partnerships homepage
Click Learn More in the Gift Agreements panel to access the GA landing page
Click the Gift Agreement in Launchpad link found in Step 1 of the landing page or from the Quick Links panel
Fill in all applicable fields in the Gift Intake form. Here is a description of each field:
- Donor Lookup ID: from Apollo
- Select Donor: from Apollo
- Donor Type: individual or corporate
- Donor Name: populates signature line; if an organization/corp, Signer Full Name field will appear in signature line
- Donor First Name: populates first line of gift agreement
- Donor Grad Year: appears on agreement if alumni
- Total Commitment Amount: straight number input will display dollar format in output to confirm amount
- Scholarship?: “Y” automatic DE review
- Anonymous?: select from dropdown
• Anonymous for publications & Comms/Mktg material. Mass email to approvers/proxies in workflow steps will contain identifiers. For full anonymity, process a manual Gift Agreement -- not in Launchpad.
- Naming Opportunity?: automatic PD review
- Amendment?: requires additional documentation
- New Fund?: requires Request for New Gift form
- Fund ID: Designation in Apollo. Needed if “no” to “Is New Fund?”
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Fund is Athletics?: notifies Athletics Advancement and Partnerships team
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Split Gift?: if gift split between multiple funds
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Supported College: not a required field and can use acronyms
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College Business Unit: required field. Appears as entered in signature line (no acronyms)
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Search Dean: Dean will be notified when gift agreement is signed
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Payment Schedule: frequency may not exceed 5 years unless approved by Advancement & Partnerships SVP
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Gift Agreement End Date: read instructions
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Method of Transfer – Is this a planned gift?: follow instructions on Planned Gift landing page in Gift Central
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Fund Purpose: Detailed narrative
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Special Conditions: As requested by donor. May need approval
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Add Contacts: populates the “Notify” list in Launchpad
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Attachments: 10 files max; 4mb max
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Click checkbox when ready to submit gift agreement
Click Submit agreement. Once submitted, Launchpad email notifications will be sent through the Gift Intake workflow to approvers until a gift agreement draft is created that is ready for donor review.
See the Donor Review Workflow KB article for more information on that process.