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Giving - NEW PROJECTCODE REQUEST

GIVING FRAMEWORK - New Project Code Request

University of Adelaide Giving Framework

Please fill in the form below with as much information as possible

* Denotes mandatory field

Your Information

Staff Member Name *
Date *
Position *
Faculty, School, Area *
Email *
Mobile *
Phone *

Section 1: Gift Information

Please write the name/s of your prospective donors in the space provided

Does your prospective donor/s wish to receive a tax deductible receipt? *

If NO please speak to your Finance Manager regarding the processing of the funds. They will advise you if youe need to continue with this form

 

 

Please Indicate the type of gift

If you indicated above that the gift is a GRANT, please answer the following questions, otherwise move to section 2:
Has the Grant been confirmed? Yes No

Does the Grant place conditions on the University?

If YES, you must attach the Grant application or documents stating conditions. There is a document attachment facility at the end of the form

Yes No

Section 2: Project Information

The majority of gifts received at the University are made with a 'preference' by the donor. The following information is required to assess if the gift is a true gift.

Please provide a brief overview of the project that the donor is giving to:
Overall Project Value $  
Project Start Date
Expected value of donation/s to the project: $

Are there any other internal parties associated with this project?

If YES please provide names

Yes No

Is this project wholly owned by the University?

If NO, please state who the other interested parties are and what their involvement will be

Yes No

Is there any commercial aspect to this project?

If YES, please state

Yes No

Will the finances for this project be approved and processed by University personnel through the University's Financial system?

Yes No

The information contained in this form has been reviewed and is supported in principle by

You must tick at least two boxes (including names)

Finance Manager

Executive Dean

Head of School/Area/Branch

It is important that you attach any relevant documentation relating to this project and/or the donor to this form. Not providing sufficient documentation and information may delay the assesment process.

Attach Documents

This information will be forwarded to:

- Senior Finance and Administration Officer, Development and Alumni, x33306

- Senior Tax Accountant, Financial Services, x35872

- Research Branch and ARI (if deemed appropriate)

If no further data is required, expected response is 7 working days