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| Gift Administration books all types of gifts and pledges, issues tax receipts and provides information for our internal and external constituencies in an accurate, timely and responsible manner. We also cooperate with our partners in DEA and serve as a liaison between DEA and Accounting. The address for Gift Administration is: Office of Gift Administration Southern Methodist University P.O. Box 750402 Dallas, TX 75275-0402 Gifts can also be hand-delivered to PAB (Perkins Admin. Bldg.) G03. Gifts, Pledges & Adjustments Gift Transmittal – Complete the gift transmittal form when sending donations to Gift Administration. Cash gifts must be sealed in a bank cash envelope, available from Joy Smith (8-2112). Credit card gifts can also be made using American Express ®, Discover ®, MasterCard ®, or VISA ®. For all gifts, include the name and address of the donor, the gift amount, and the designation. Use these same guidelines for submitting pledge payments. Multiple Gift Transmittal – Use this form if you have multiple gifts to send. Pledges – Complete this form to submit a pledge. Be sure to include the donor's name, address, amount of pledge, designation, additional documentation with donor's signature, first payment date, and fulfillment date. Gift Adjustments – Use the adjustment form to make a change to a previously booked gift. This form details the information we need to complete the request. You can send us an email at gifts@smu.edu if you have any questions. Payroll Deduction – (campus access only) Employees of SMU can complete this form to have their gift deducted each month from their payroll check. Contact Gail Morris (8-3358) for a payroll authorization form. Online Giving - use this link to make a gift to SMU online through our secure site. Contact Gail Morris (8-3385) with any questions. Matching Gifts, Securities, Gifts-in-kind & Wire Transfers Matching Gifts – Donors should obtain and complete matching gift forms from their human resources department. These forms should then be sent to: Office of Gift Administration Southern Methodist University P.O. Box 750402 Dallas, TX 75275-0402 Note: Matching Gifts cannot be applied to a Personal Pledge. Securities (stock gifts) and Gifts-in-kind – The Office of Planned Giving receives the initial documentation for these gifts. Contact Marianne Piepenburg (8-3410) in the Office of Planned Giving for assistance and requirements. Wire Transfers – If you are expecting a wire transfer, please alert Jared Calkins (8-1142). Designations AFOs and Designations 101 – (campus access only) This MS Word document explains gift designations, accounts, funds, and organizations. Please note: if your program changes and the description of the designation changes as a result, please email gifts@smu.edu to let us know. Designation List – (campus access only) You can view this master list of giving designations by clicking on the link. From there you may also download it in MS Excel format. New Designation Transmittal – Use this form to notify GA of a new giving designation. Reports Archived Gift, Adjustment, and Pledge Logs – (campus access only) You can review these reports [PDF format] on a daily basis for the most current information. Please note: the most current log will be from the previous business day. For more information and help, contact Information Services (8-2619). Query Reports by Designation – (campus access only) These step-by-step instructions will enable you to run a report showing all of the giving for a specific designation. Tax Receipts – If donors need a receipt for income tax reporting, you can request them from Cindy Smith (8-7899). ImageNow – All gift related documentation is scanned by GA. This usually occurs prior to booking. Send any corrections via e-mail to gifts@smu.edu. Please include EMPLID, Org ID, date of gift, gift number, and what changes are requested. Training Training – GA conducts new employee training as needed. Send an email to gifts@smu.edu to schedule. GA Glossary – use this helpful list to get familiar with Gift Administration terminology. Where to Reach Us PO Box 750402 Dallas TX 75275-0402 Phone: 214-768-3739 Fax: 214-768-4680 |
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