Initiate New Gift Transmittal

1. Enter ofweb.stanford.edu in the browser
2. Click Login
3. As prompted, log in using SUNet ID and password

1. Select SU Gift User
2. Select Gift Processing
3. Read the Gift Transmittals Confidentiality Agreement
4. Select Proceed

1. Select New Gift from top-left menu
2. Your Gift Transmittal ID is generated
   Put the Gift Transmittal ID number on all documentation associated with the gift, including the check, before sending it to Development Services.
3. Gift Type will be pre-selected for Gift Users and Gift Approvers. If you are a member of the Office of Development (OOD), select Gift or Pledge as the Gift Type from the drop-down menu.
4. Enter the four-letter Award Owning Org code
   • If you do not know the org code or organization name, enter at least three characters to initiate a search. You may use “%” as a wildcard for up to two of the three characters.
   • You must select the award from the drop-down once it appears.
5. Enter Transmittal Total
6. Enter Postmarked Date or select the calendar icon to select the date
   • If the gift arrived via the United States Postal Service (USPS), enter the postmarked date. 
   • If the gift was hand-delivered, shipped (other than USPS) or contains a foreign postmark, enter the date it was received at Stanford.
7. Enter Date Received at Stanford or select the calendar icon to select the date
8. Enter Comments (optional)
9. Enter Donor Name
   • If you are a member of OOD, select Validate Donor, and enter the donor’s SUID number. If the donor does not have an SUID number, email Development Services at @email with “SUID needed for new GT” in the subject.
10. Select Primary Donor from the Donor Type drop-down list
11. For multiple donors, select Add Another Donor
    • Enter Donor’s name in the new Donor Name box
    • Select Donor Type
      • Joint Donor – Donation made by primary donor and spouse
      • Linked – Donation made by a third party on behalf of the donors (e.g., from a foundation)
      • In Memory Of – Donation made by primary donor in memory of deceased individual
      • In Honor Of – Donations made by primary donor in honor of an individual
12. Select level of Anonymity
    • No – the gift is not anonymous (policies regarding confidentiality still apply)
    • Yes – the donor’s name should not appear in honor rolls, recognition listings, etc., and should not be shared with development volunteers

1. Consolidate all documents into one electronic file
   • The file names cannot contain special characters or blank space.
   • The only acceptable file type is pdf.
2. Select the checkbox next to each donor document to be uploaded
   Follow specific instructions for each payment type.
3. Select Payment Type 
   • If Check, enter the Check Number
4. Select View & Upload Attachments
5. Select Browse
6. Find your document and select Open
7. Select Upload
8. Select Close
9. Select one of the following:
   • I will complete the Gift Transmittal Form (disabled if you are not authorized) 
   • I will not be completing the Gift Transmittal Form (pre-selected if you are not authorized) - Select this option if you do not have the details to complete the gift transmittal form (e.g., new or existing fund, non-gift portion, donor requirements, non-profit organizational status and approvers). Once you complete the initiation, you will no longer have access to view this gift transmittal. An email will be sent to users with authority to complete the transmittal.
10. Select Create Gift Transmittal

1. For cash gifts, complete the Cash Receipt Certification form
2. Deliver the form and cash in person to Development Services at the Stanford Redwood City campus. 
   Development Services

   485 Broadway, University Hall
   Redwood City, CA 94063
   United States

   Email
   Note: Make sure a customer services representative from Development Services collects the form and cash from you. Do not leave it at the reception desk. It is advisable to call ahead to Development Services at 650-725-4360 to inform them of the cash drop-off, and they will provide a name to ask for upon arrival.

Per university policy, all gifts should be initiated and delivered to Development Services the same day they are received. Refer to Administrative Guide Policy 4.2.1: Receiving and Processing Gifts.

1. Deliver the payment(s) (checks, credit card information or pledge documents) to:

~ OR ~
 

Cash and credit card information should never be sent through the interdepartmental mail service. Gifts should never be sent to the Controller’s office, Fund Accounting or the University Payments office.