Gift Types
Gift Types separate gifts into categories that can be used for reporting purposes. An appropriate gift type must be selected during the gift creation process from the options provided below.
Note: The Donor Gift – Unrestricted type rarely applies to donor gifts. There are very few cases that qualify as truly spendable unrestricted gifts. Most donor gifts will fall under the Donor Gift – Restricted type. If you select the Donor Gift - Unrestricted gift type incorrectly, your gift request may be denied, and you will need to start over with a new gift request. It is best to check with AskFinance before selecting this gift type.
See the Create Gift Request QRG for the steps to submit a request for a new gift worktag.
| Gift Type | Prefix | Gift Type Description |
| Donor Gift – Restricted | DR | Gift given by a Donor with a restricted purpose(s) |
| Donor Gift – Unrestricted | DU | Gift given by a Donor for unrestricted purpose(s) Note: This gift type rarely applies. If you believe your gift may fit this type, please check with AskFinance before selecting it. |
| Foundation Transfer-Endowment Income | FE | Gift set up to receive Foundation-Held Endowment income |
| Foundation Transfer-Gift | FG | Gift set up to receive Donor gifts received at a Foundation |
| Internal Transfer from Existing Gift | IG | Gift set up to segregate existing Gift funds already received by the University |
| Internal Transfer from Existing Endowment Income | IE | Gift set up to segregate existing Endowment income Note: This term is a legacy term only; gifts are no longer created with this gift type |
| Internal Transfer-Other | EF | Gift set up to receive other types of Gift funds (i.e., Endowment Admin Fees) |
| Other | OT | Other types of gift funds |
| Agency | AG | Assets held on behalf of an outside entity |
| Capital Building and Equipment | CG | Gift given by a Donor to build or renovate a physical facility or for capital equipment |
| Gift Type | Prefix | Gift Type Description |
| True Endowment | TE | Funds received from a Donor with the stipulation that the principal remain intact and be invested in perpetuity to produce income that is to be expended for purposes specified by the Donor |
| Quasi Endowment | QE | Fund designated to function like an Endowment, but which may be expended at the discretion of the entity’s governing board |
| Term Endowment | TM | Funds where the Donor has indicated that the principal can only be expended after a stated period or upon the occurrence of a specific event |
| Annuity and Life Income | AL | Gift given by a Donor to establish a legal entity (trust) with certain conditions. When the trust terminates, the remaining assets are directed to charitable purposes of the University |
| Trustee Held Endowments | TH | Endowments held by an outside trustee for the benefit of the University |